When “0% Capital Gains Tax” is Terrible Advice
Time for another cautionary tale! A client sent me this video last week, along with the question: “Is this legit – or fake news?“ If… Read More »When “0% Capital Gains Tax” is Terrible Advice
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When the “Shockingly Simple Math” is…Shockingly Wrong
A recent idea from the godfather of FIRE / financial independence comes to a dangerously incorrect conclusion.
A $12,000 Tax Mistake and Lesson Learned
How did a couple simple mistakes result in a $12,000 issue in our annual tax return?! Make sure you do this smart habit.
We Are So Irrational (Literally) About Taxes
If you’re looking for a real-world laboratory to understand “behavioral finance,” then tax season might be the perfect choice.
But They *ALL* Sound Smart
When everyone sounds smart, you need to have a different filter to determine good vs. bad vs. ugly.
FIRE & Bogleheads Have a Selection Bias Issue
“Unreliable conclusions because the analyzed group [FIRE, Bogleheads] differs significantly from the population [everyone else].”