Taxes: Medical Deductions
Tax advice at cocktail parties aside, deducting your medical expenses is not as easy as it sounds. There are a lot of rules, exceptions, and questionable logic. The first hurdle to overcome is the amount you spent on deductible medical treatments and supplies. In...
Giving Back: Getting Started
Many people feel it’s important to “pay it forward,” especially if they’ve achieved success — turns out, that is often easier said than done. Practicing regular charitable giving, or strategic giving at the end of the year, can be overwhelming at first. When...
Empowering Your Brain Cells
Are you a widow or recent divorcee who never had a handle on the household finances? If you are, you’re not alone. At JHA, we meet with a lot of people who have, in small amounts over time, abdicated their power to their partner. In the event that they become a...
Your Baby’s IRA Is So Cute!
Saving early on has some obvious advantages — and some larger lessons for life in general. For example: How great is compound interest? If you make a one-time, $6,000 contribution to an Individual Retirement Account (IRA) when your child is 15, it will grow to...
Debt Relief Scams
The sheer amount of brainstorming taking place among the country’s scam artists is itself a climate emergency. There’s one variety of scam that I find particularly cynical: debt relief companies that have a whole playbook full of ways to separate desperate people from...
Reading Numbers
I’m a financial frontline worker. Like most people in public-facing jobs, I’ve seen it all — from bankruptcy to intestacy. That includes a lack of basic financial literacy, across all communities. Financial literacy is not about reading the Wall Street Journal,...
Realistic Inflation Survival Guide
Economic pundits keep talking about the importance of having a diversified stock portfolio to fight inflation, but let’s say you don’t. What are some other ways to persevere through the current financial crisis? The first thing you may feel tempted to do is ask for a...
Bookkeeper-Based Solutions
Do you trust the numbers in your accounting system? For those who said no, how long do you think it would take to get your actual position in line with your books? Here are some signs that your books might be screwy: You don’t run financial reports because...
Beware of Questions Online
Your Uncle Jeffrey has shared a quiz that he did on Facebook about what kind of superhero he would be. While that looks like a tempting way to waste your time, it’s best to steer clear of any and all social media quizzes. The topics might be lighthearted, and a lot of...
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