Showing posts with label Uncle Sam. Show all posts
Showing posts with label Uncle Sam. Show all posts
Tuesday, April 19, 2016

Tax Day Update

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Well its the day after taxes are due, so its a good time to think about our 2016 progress. First, we haven't filed our taxes since we ...
4 comments:
Sunday, February 2, 2014

401K Held Hostage

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Interesting article from the NY Times  about 401k accounts caught up in a company bankruptcy for more than 5 years forcing the employees to ...
1 comment:
Wednesday, January 8, 2014

Here Fishy, Fishy

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So I just received a  phishing email  here at work.  Email came addressed to me from ######@1040.com.  So a series of six numbers, which I...
Friday, November 15, 2013

The Upside of the Real Estate Crash

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I was on Zillow today, poking around looking at a home that was recently listed a couple of blocks away. Of course, I had to look up our h...
2 comments:
Friday, October 18, 2013

Stocks - Time to Sell?

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Today, I sold some stock.  This was a momentous occasion because this was a first for me.  The last few years, in my IRA, I have been buying...
8 comments:
Wednesday, October 9, 2013

2012 Taxes

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Today I (Mr. Sam is out of town) met with the CPA and completed our 2012 taxes.  We owe the IRS, which is par for course sine we got audited...
Friday, October 4, 2013

2013 Savings Goals - Rapid Catch Up

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(1) Max out 401k(s) -        $25,581 (73%)  (goal is $35,000) (2) Max out IRA(s) -         $11,000 (100%)    (goal is $11,000) (3) Add to ...
Friday, September 27, 2013

2013 Savings Goals - October Update

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(1) Max out 401k(s) -        $24,981 (71%)  (goal is $35,000) (2) Max out IRA(s) -         $10,631 (97%)    (goal is $11,000) (3) Add to e...
1 comment:
Friday, March 15, 2013

The Doctor Will See You

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I'm not surprised at all about that this NBC News.com article identifies south Florida as a hot spot for identity theft by and at heal...
2 comments:
Wednesday, March 13, 2013

Free Report or Free Snoop

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You may have heard that public officials, like Hillary Clinton and Vice President Biden, as well as celebs, like  Beyonce and Jay-Z, were th...
Thursday, February 14, 2013

Happy St. Valentine's Day - Part II

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Are you planning to get engaged or married over St. Valentine's Day? If so, there is a tool that let's you know whether you'l...
Tuesday, January 8, 2013

401k Spillover

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In December 2012, after Mr. Sam had maxed out his 401k, I noticed that he was still contributing to his 401k in something called an "af...
8 comments:
Sunday, January 6, 2013

2013 Savings Goals - Homework

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Starting to work on our 2013 savings planning. Task number one, since I'm in the office today, I increased my withholdings to max out ...
Wednesday, November 28, 2012

2013 Goal Planning

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It is that time of the year, time to start thinking about our savings plan for 2013. Always first on our list of goals is to max out our 4...
Thursday, November 15, 2012

IRS and Paranoia

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Ever since we were audited in 2010, each of the last two years we have received additional correspondence from the IRS after our taxes were...
3 comments:
Wednesday, October 10, 2012

2012 Goals - October Update

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(1) Max out 401k(s) - $30,565 (90%)(goal is $34,000) (2) Max out IRA(s) - $5529 (55%)(goal is $10,000) (3) Add to e/r fund - $8000 (80%)(...
2 comments:
Monday, October 8, 2012

Charitable Giving

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A while back, I posted on  charitable giving - who gives the most and to what organizations along with information regarding our own giving...
Monday, September 10, 2012

2012 Goals - September Update

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(1) Max out 401k(s) - $27,697 (81%)(goal is $34,000) (2) Max out IRA(s) - $5126 (51%)(goal is $10,000) (3) Add to e/r fund - $7200 (72%)(...
2 comments:
Friday, August 31, 2012

Tax Time

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It is that time of the year and we have just received the notice of proposed property taxes for our various properties in Florida. Florida...
Tuesday, August 28, 2012

Refinance - Part 8

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We finally heard from the mortgage broker.  Our loan application has made it through underwriting and we have been approved. Hooray!! We...
1 comment: