Down to the Wire Tax Tips

Tax season is entering its final stretch — or “crunch time”. The IRS filing deadline for 2025 is just over a month away — Wednesday, April 15, 2026. Even if requesting an extension through October 15, 2026, an estimated payment must be made by April 15th to avoid penalties and interest for tax payments due when the return* is ultimately filed in October.

There are a handful of last minute actions that may still be taken for tax year 2025, if completed by April 15th (or September 15th and October 15th, where applicable). Continue reading “Down to the Wire Tax Tips”

Dow 50,000… What Next?? – Saturday Edition (Repost)

The Dow Jones Industrial Average pushing past 50,000 for the first time last Friday, February 6th deserves recognition. The DJIA average spent a few days above that record level and now hovers just below at 49,500. Where does the US stock market go from here?* Continue reading “Dow 50,000… What Next?? – Saturday Edition (Repost)”

Speeding Up & Slowing Down in Financial Decision Making

It is still close enough to the start of the year to step back and be intentional about how to approach:

    1. a new year — and beyond — of sound financial decision-making
    2. portfolio management
    3. broader financial and investment strategy.

It starts with slowing down. There are a handful of truly wise books written on the topic. Two come to mind: Continue reading “Speeding Up & Slowing Down in Financial Decision Making”

AI & Tech (I Tried) Using in 2025

Brewing a cup of coffee using Siri and Grok was one of my biggest “AI & tech victories” of the year. (Please read below for a handful of more sophisticated versions of AI use.) Dedicated TGIF 2 Minutes readers may recall back in July the story that could happen to anyone — of being a guest at someone’s home and encountering Continue reading “AI & Tech (I Tried) Using in 2025”