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HumbleDollar
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Frozen 2025 1040 refund and the IRS CP53E notice
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5w
5 weeks ago
HumbleDollar
William Perry
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If Retirement is Getting Close
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5w
5 weeks ago
1 min read
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DAN SMITH
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Tax Complications – How SS Benefits interact with Other Income
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5w
5 weeks ago
2 min read
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Rick Connor
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TreasuryDirect changing login procedure to mandate ID.me later in 2026
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5w
5 weeks ago
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William Perry
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Preparing for SS at Age 70….. How Do I Transition to Monthly Part B Premium Deduction?
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5w
5 weeks ago
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Bill Minter
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Hidden Conflicts
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5w
5 weeks ago
4 min read
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Jesse Cramer
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Risk Management
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5w
5 weeks ago
5 min read
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Adam M. Grossman
Covers 2 stories
How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days
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Situational Awarenes: The Decade Ahead [pdf]
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Income taxes on retirees with Social Security
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5w
5 weeks ago
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R Quinn
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My Sister – A Reflection One Year Later
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6w
6 weeks ago
4 min read
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Medicare Advantage Part C — Not too soon to start planning for 2027
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6w
6 weeks ago
HumbleDollar
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Can a Value fund also be a Growth fund?
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6w
6 weeks ago
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VTI vs. VOO: Running the Numbers
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6w
6 weeks ago
7 min read
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What is the right percentage?
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6w
6 weeks ago
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Roth Conversions and Taxes
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6w
6 weeks ago
4 min read
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Risk and Taxes
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6w
6 weeks ago
5 min read
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Looking Back On My Hard Luck Days
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6w
6 weeks ago
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Jonathan’s Parting Thoughts: No. 8
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6w
6 weeks ago
1 min read
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“Gerontocracy” in America
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6w
6 weeks ago
1 min read
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For most retirees, the greatest fear is not death—it is running out of money before they die.
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6w
6 weeks ago
3 min read
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Taxing Social Security benefits
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6w
6 weeks ago
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