Financial Update – Dec 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches I really enjoyed this post from Jonathan at MyMoneyBlog (link). The story he linked to at the end of the post was incredible (link). I really enjoyed the most recent videos from Beau Miles (link). The snow kayaking one was pure joy.   Life I … Read more

Financial Update – Nov 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches My father recommended the series Formula 1: Drive to Survive (link). I had always thought that car racing was boring, but this series is pretty captivating. Life The month flew by. I’m unsure where it went. Most of the fam jumping after our Christmas card … Read more

2022 Tax Calculator

In my recent FreeTaxUSA post, I announced my retirement from the tax calculator game. However, my retirement was short-lived. Blog reader (and former roommate) Tim convinced me to keep it going.   Download my 2022 model here ========> Download Here <=============   A big thank you to MDM Reader (and one-time guest interviewee) MDM is a wizard … Read more

2022 FreeTaxUSA is live

Earlier this week, FreeTaxUSA went live: https://www.freetaxusa.com/ I’ve already filled out my tax forms for 2022, helping me to determine my 2022 federal tax liability with a high degree of precision (probably to within $10 or so). The remaining uncertainty is from not knowing the following parameters: 2022 total taxable dividends However, this is easily … Read more

Financial Update – Oct 2022

Another month, another update. A few random comments. Good Reads/Listens/Watches GoCurryCracker on Tax Loss Harvesting (link). I wrote a TLH article a few years back (link). Here are my takeaways from the GCC article: Due to wonky phase ins/outs of various credits (e.g. ACA subsidies), one’s marginal tax rate can be quite high. Therefore, the … Read more