This maximum 401K contribution article has been updated for the 2025 tax (calendar) year and contains historical data on prior years. The IRS has announced the 2025 maximum 401K …

This Child Tax Credit overview will cover updated details on the Child Tax Credit, Additional Child Tax Credit, Adoption Tax Credit, and Child & Dependent Care Tax Credit for …

The IRS has announced that its free-filing tax software, IRS Direct File, will be expanding its pilot launch in 2025 (for filing 2024 tax returns) to 13 new states. …

On September 18th, the U.S. Federal Reserve lowered its targeted Effective Federal Funds Rate (EFFR) – the rate at which banks borrow and lend each other money- by 0.5% …

Update to readers: as of March 9, 2025, the U.S. federal government stopped filling orders for free COVID tests on the USPS test kit site. It really is not …

Heads up to current and potential Costco members: Costco increased their annual membership fees for both the standard Gold Star ($5 annual increase) and Executive memberships ($10 annual increase) …

I recently highlighted a few different alternatives to stocks and low-interest cash savings. One of the options I mentioned was a money market fund (also known as a money …

At a recent social gathering, I was introduced to a pediatric surgeon – a younger guy, probably in his early 30s. We got to chatting about what we do …