How Small Opportunities Can Lead to Success
I know a successful businessman in Maryland who built a large wholesale business. One day, he told me how his
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Why the 5 Ws and 1 H Matter When Asking Questions to ChatGPT or AI
Many people now use AI tools such as ChatGPT in their daily lives. They use AI to write articles, research
Continue readingWhy Millions of Americans Dropped Obamacare Plans After Subsidies Ended
Many Americans signed up for Affordable Care Act health insurance plans during open enrollment. However, not everyone who selected a
Continue readingWhy You Should Keep Copies of Your Tax Returns and Tax Records
While preparing 2025 tax returns for new clients, I noticed that some clients did not keep copies of their prior-year
Continue readingWhat Is the Simplest Way to Transfer My Home to My Child?
A client recently asked me a very common estate and tax planning question. He said that if something were to
Continue readingAI Is Changing the Future of Insurance Agents
Yesterday, The Wall Street Journal reported on State Farm’s AI strategy and proposed contract changes for its agents. State Farm
Continue readingWorld Cup Predictions, Odds, Sports Betting, and Taxes
Something very interesting happened during the 2026 World Cup. Spain, one of the favorites to win the tournament, tied Cape
Continue readingJapan’s Interest Rate Hike and the Yen Carry Trade
The Bank of Japan raised its policy rate to 1.0 percent on June 16, 2026. This is Japan’s highest interest
Continue reading5 Retirement Plans Self-Employed Individuals Should Consider
If you are self-employed or own a small business, retirement planning is your responsibility. Unlike employees who may have access
Continue readingWhen Should You File an Amended Tax Return and When Is It Better to Wait?
After filing a tax return, it is not unusual to discover new information later. A tax form may arrive late.
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