Financial Update – Jan 2023

Another month, another update. A few random comments. Good Reads/Listens/Watches The Mitchells vs the Machines (link). Pretty entertaining family movie. I’ve recently become addicted to the music of Ben Rector (link). Old Friends (link). What Makes a Man (link). The Men That Drive Me Places (link). Heroes (link). Brand New (link). Drive (link). Life Due … 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: 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

Tax loss harvesting for dummies

With domestic markets down 12% YTD, now might be a good time to think about tax-loss harvesting (TLH’ing).   For the uninitiated, here is a good overview of TLH’ing: That said, I think it is a largely unproductive endeavor, as I’ve blogged about here: Despite convincing myself in the above blog post that TLH’ing … Read more