Articles

To avoid getting issued an IRMAA, you can proactively tell the SSA of any changes your income has seen in the past two years using a “Medicare Income-Related Monthly Adjustment Amount – Life-Changing Event” form.

Did you know David wrote a Christmas novel? This 2020 book by David John Marotta and Brendon Marotta makes you rethink what is happening in Charles Dickens’ A Christmas Carol.

Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.

Every day, we voters and the government have the chance to free our children from this burden.

With the help of Yahoo Finance and a one-cell formula, you barely need to do any work.

This 2014 article changed the way we enjoy our Thanksgiving turkeys. Turkeys have always been an interesting study for economics. Because of the consistency of their demand in America, the price of a Thanksgiving turkey can be used as an indicator of inflation. This article should give you something fun to discuss this year.

It is perfectly fine for you to underspend your assets. You don’t need my permission, but you have my blessing anyway.

The IRS has very limited case law on what constitutes a substantially different fund. However, here is what we do in our own trading.

As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”

You may be surprised by the amount of subsidies you can receive.

I share this story here in case others in a similar situation may benefit from seeing this example.

A wishlist is a force of thrift both for you to defer your consumption and for your family and friends to ensure that all the value of their gift makes it to your heart.

There are at least two reasons why your Social Security benefits are failing to keep up with inflation.

Going forward, the Fidelity HSA® is my primary recommendation for an HSA custodian.

Twelve-month inflation for all items ending in September 2022 has been 8.2%, so it is not surprising that the 2022 contribution limits have seen more increases than normal.