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March 2024
Topics include:
Baseball Meets Tax Savings
Shohei Ohtani's Contract
Using TurboTax? Be Careful About Sharing Your Data
Can You Still Change Your 2023 Tax Picture?
Other miscellaneous thoughts
February 2024
Topics include:
Are Forecasts Useful?
2023 Market Review
What Documents Do I Need to File My Taxes?
Keith in the Media
Other miscellaneous thoughts
January 2024
Topics include:
Thinking Ahead?
Thinking Ahead Again: Issues to Consider in the New Year
Still Thinking Ahead: 2024 Important Numbers
Keith in the Media
Other miscellaneous thoughts
December 2023
Topics include:
Tax Planning Ideas
$1 Trillion in Credit Card Debt
AGI vs. MAGI
Keith in the Media
Other miscellaneous thoughts
November 2023
Topics include:
Giving Tuesday & Gratitude
15 Quick Ideas: Insurance Planning
Issues to Consider Before the End of the Year
Keith in the Media
Other miscellaneous thoughts
October 2023
Topics include:
Intimate Partner Violence
Medicare Open Enrollment
Keith in the Media
Other miscellaneous thoughts
September 2023
Topics include:
The Crazy Home Insurance Market in California
Happy vs. Unhappy Retirees
Open Enrollment
Other miscellaneous thoughts
August 2023
Topics include:
15 Quick Ideas If You're Considering Retirement
Social Aspects of Retirement
Chart: What Issues Should I Consider Before I Retire?
Keith in the Media
Other miscellaneous thoughts
July 2023
Topics include:
The Latest Bull Market
Student Loan Update
Can I Contribute to a Roth IRA?
Keith in the Media
Other miscellaneous thoughts
June 2023
Topics include:
Happy Birthday SFP!
Venmo Scam
Should I Pay Off My Mortgage?
Keith in the Media
Other miscellaneous thoughts
May 2023
Topics include:
U.S. Debt Default?
I Bonds
What Issues Should I Consider For My Aging Parents?
Keith in the Media
Other miscellaneous thoughts
April 2023
Topics include:
Quoted in Kiplinger, My Journey
Biden's Budget & Tax Proposal
What Issues Should I Consider When Dealing With High Inflation?
ACP Quarterly Newsletter
Silicon Valley Bank and Signature Bank: No Need to Panic
Possibilities in a Pie Plate – or Crèche
Financial Literacy for Young Adults
Other miscellaneous thoughts
March 2023
Topics include:
Bank Failure Lessons and FDIC Insurance
Emergency Kits (Part 5): Cost + Top 10 Checklist
Student Loan Forgiveness?
Keith in the Media
Other miscellaneous thoughts
February 2023
Topics include:
Tax Cheat Sheet / Important Numbers
Which Common Tax Forms Should You Expect?
Can You Contribute to a Roth IRA?
Keith in the Media
Other miscellaneous thoughts
January 2023
Topics include:
SECURE Act 2.0
2022 Market Review
Emergency Kits (Part 4): Creating an Emergency Plan
Keith in the Media
Other miscellaneous thoughts
December 2022
Topics include:
Year-End Tax Planning
I Bonds: Congrats, You Crashed the Website
Keith in the Media
Maddie's Place
Other miscellaneous thoughts
November 2022
Topics include:
Emergency Kits (Part 3): How to Organize Everything?
Student Loan Updates
Year-End Tip: Health Insurance Deductibles
Other miscellaneous thoughts
October 2022
Topics include:
Welcome Nina Klein!
Inflation Adjustments
I Bonds: Last Call...
Student Loan Forgiveness Update
Other miscellaneous thoughts
September 2022
Topics include:
Student Debt Relief Plan
Child Poverty Declining
Keith in the Media
Other miscellaneous thoughts
August 2022
Topics include:
Car Emergency Kits
Inflation Reduction Act
Other miscellaneous thoughts
July 2022
Topics include:
The Spencers' Emergency Kit Journey
Emergency Fund: How Big Should It Be?
What Issues Should I Consider If I Lose My Job?
Other miscellaneous thoughts
June 2022
Topics include:
Happy Birthday Spencer Financial Planning
What Are Your Health Insurance Options if You Retire Early?
Other miscellaneous thoughts
May 2022
Topics include:
Wait … Stocks Go Down?
Got a Promotion? Or Maybe a Big Raise?
Published in Financial Focus
Other miscellaneous thoughts
April 2022
Topics include:
Why You Might Be in a Higher Tax Bracket During Retirement
I Bonds
Keith Quoted in Barron's?
Other miscellaneous thoughts
March 2022
Topics include:
Ukraine
Investment Buckets During Retirement
Can I Contribute to a Roth IRA?
Other miscellaneous thoughts
February 2022
Topics include:
Which Common Tax Forms Should You Expect to Receive?
Use Your Tax Refund for I Bonds?
Using a Traditional IRA Contribution to Lower Your Taxes
Other miscellaneous thoughts
January 2022
Topics include:
Outlook for 2022
Do I Need a Financial Planner in 2022?
(One More) Last Call for Backdoor Roth IRAs?
Other miscellaneous thoughts
December 2021
Topics include:
What Issues Should I Consider Before the End of the Year?
Last Call to Buy I Bonds in 2021
Last Call for Backdoor Roth IRAs?
Other miscellaneous thoughts
November 2021
Topics include:
Gratitude, Giving, Financial Health
Retirement & Health Contribution Limit Changes
FSA Carryovers
Other miscellaneous thoughts
October 2021
Topics include:
I Bonds? Yes, Please.
Ever Notice Your Pay Go Up Midyear?
Yours Truly in an ACP Publication
Three Things Anyone Can Do to Plug Financial Leaks
Should I Buy a House Now?
Spending Cryptocurrency
Give Back, Get Back: Being a Mentor in Retirement
Other miscellaneous thoughts
September 2021
Topics include:
What's Going on With the Latest Tax Proposals?
Moving Out of State?
Other miscellaneous thoughts
August 2021
Topics include:
Fires … and Home Insurance
WA State Long-Term Care Payroll Tax
ACP Quarterly Newsletter
Are You Saving Too Much?
Understanding Cryptocurrency
Soft-Sided Tips for Successful Retirement Planning
Cultivating Simplicity
Other miscellaneous thoughts
July 2021
Topics include:
Spencer Financial Planning Turns 1!
Child Tax Credit
2021 Midyear Outlook
Other miscellaneous thoughts
June 2021
Topics include:
Should I Buy a House Now?
Other miscellaneous thoughts
May 2021
Topics include:
California State of Mind
Roth vs. Traditional
ACP Quarterly Newsletter
Other miscellaneous thoughts
April 2021
Topics include:
Tax Stimulus Baby!
Should I Refinance My Mortgage?
CSLP
Other miscellaneous thoughts
March 2021
Topics include:
Taxes ... to File or Not to File (Now)
Another stimulus check?
Unemployment benefits
In summary
ACP Quarterly Newsletter
Other miscellaneous thoughts
Tax preparation vs. tax planning
February 2021
Topics include:
Well, That Was Weird
The Circle of Financial Health
What's Going on With Student Loans?
Other miscellaneous thoughts
January 2021
Topics include:
Here We Go!
New Year's Resolution: Financial Health?
Coronavirus Stimulus Bill: What’s In It for You?
Other miscellaneous thoughts