Archives

What Does “Financial Independence” Mean to You?

April 29, 2022
Goose laying golden nest egg - financial independence concept

The answer to this question might be slightly different for everyone. It’s a deeply personal concept. For some, the idea of financial independence revolves around living on a yacht in the Mediterranean. For others, it simply means their financial needs… Read Now >>


How to Increase Earnings on Your Tax Refund

April 20, 2022
Financial chart to represent investing tax refund in Series I Savings Bond

It’s always nice to get a big income tax refund from the IRS and/or your state’s tax board. The big question is what will you do with this money? A lot of people like to spend it on something frivolous.… Read Now >>


What You Need to Know About Vacation Rental Property Taxes

April 13, 2022
row of vacation homes along waterfront, vacation rental property taxes concept

Many people have second homes that they use both for personal use and as short-term rental properties. So, what are the tax implications when a property like this has multiple uses? Residence vs. Rental Under tax code rules, a vacation… Read Now >>



Schedule C vs. Schedule E for Short-Term Rental Income—Which is Better?

March 23, 2022
Open door with key, representing short-term rental property

Do you have a beach home, mountain getaway or other type of property that you rent out on a short-term basis? If your average rental period is less than 30 days, you will generally have two options for claiming your… Read Now >>



Crypto Security 101: Custodial vs. Self-Custody

March 9, 2022
Hand holding key, crypto custody and security concept

If you read our last Crypto Security 101 article (if not, click here), you should have good password hygiene for your cryptocurrency account(s). Now, you have to make an important decision on where to hold your assets. Do you use… Read Now >>


Crypto Security 101—5 Tips for Better Digital Security

March 2, 2022
Crypto security, digital business concept

Blockchain technology provides some natural security because of its decentralized system. However, no financial data is ever 100% safe online. Security is important when it comes to any cryptocurrency holdings and dealings. As we continue our blog series on Crypto… Read Now >>


Crypto Security 101—3 Key Components of Digital Investing

February 23, 2022
Crypto security concept - digital lock and key

Many investors are exploring the crypto market. It’s an exciting time with different cryptocurrencies and NFTs that present unique investment opportunities. However, it’s important to understand that this asset class is still in an early adoption phase. There are extra… Read Now >>


The Downsides to the 7% Series—Inflation-Indexed Bonds Everyone is Talking About

February 16, 2022
Conceptual image - downsides of investing in inflation-indexed bonds

As inflation continues to grow in the United States, many investors are turning to inflation-indexed bonds. They offer a relatively safe and steady investment gain when other markets are experiencing more dramatic ups and downs. The two primary U.S. inflation-indexed… Read Now >>