Today I’m sharing everything you need to know about the 2022 and 2023 IRMAA Brackets. I’m also sharing: What IRMAA is How IRMAA is calculated The 10 best ways to avoid IRMAA If you want…
Donor-Advised Funds: How to Get a Bigger Tax Deduction in 2022
Today I’m sharing everything you need to know about donor-advised funds. In fact, these simple giving accounts can help you lower your tax bill in 2022. They can also help you give more money to…
San Diego Real Estate: Should You Buy or Rent? Here’s How to Decide
San Diego real estate continues to skyrocket. If we buy a home, it feels like we might be getting in at the top of the market. If we rent, we are just paying someone else’s…
Fintech Market Size & Growth Statistics 2021/2022
The fintech – or “financial technology” industry has grown exponentially since 2014, when users, investors, and regulators began to take note of the burgeoning market. In fact, research indicates that, as of 2021, more than 210…
How to Save for Retirement if You Don’t Have a 401(k)
You can’t ask, “how should I save for retirement?” without hearing an answer that includes some variation of, “save money in your 401(k).” That’s for good reason. 401(k)s give you a tax-advantaged place to save…