Published on Sunday, February 25, 2024
Filing your federal tax return often boils down to a straightforward decision: if your itemized deductions is more than the standard deduction, itemize; otherwise, stick with the standard deduction.
But is that the optimal answer?
Not always.
Published on Sunday, December 10, 2023
On Saturday, October 7th, I awoke to find a text from my daughter telling me to not worry and that she was safe. Of course her text had the opposite effect! In her senior year, she was attending a study abroad program in Jerusalem.
The university ended the program early and sent the students home. My daughter was pretty sure the university wouldn’t refund any of the program fees but we were pleasantly surprised when they posted a refund to her university account at the beginning of December.
Published on Saturday, September 10, 2022
The last few months have been hectic and I haven’t had as much time to blog as I’ve wanted. I filed my 2021 taxes in April, but writing a blog post about it took a back seat to finishing my book on 529s. While it’s a few months late, I felt like it was still important to share what I learned. As with every tax year, I learned a lot, including from some mistakes I made.