How AI Is Helping Modernize the IRS
After years of slow audits, taxpayer frustration, and seemingly endless mounds of paperwork, the...
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Category: Our Two Cents Newsletter
Be Storm Smart: How to Prepare for Extreme Weather
According to a 2025 report from Realtor.com, an estimated 26.1% of U.S. homes are exposed to at...
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Are Stocks Expensive? Look at P/E Ratios
If you follow the stock market, you have probably come across statements like stocks are expensive...
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What Do Americans Do with Their Tax Refunds?
Sources: Internal Revenue Service, January 2, 2026; Experian, April 16, 2025 More than 100 million...
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New Auto Loan Interest Deduction Explained
With the enactment of the One Big Beautiful Bill Act (OBBBA) in 2025, taxpayers may now benefit...
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, because they have similar names and are both...
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
Contributing to a traditional 401(k) or IRA can help reduce your current tax bill, but you may run...
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Cash or Credit? How Consumers Pay Today
Source: Federal Reserve, 2025 A survey of consumer payment preferences found that credit cards are...
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A Roadmap for Your Family
A will is an essential legal document that describes how your estate should be distributed upon...
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Taxing Social Security Benefits: Clearing the Confusion
When the One Big Beautiful Bill Act (OBBBA) was passed in the summer of 2025, there was some...
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Key Retirement and Tax Numbers for 2026
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect...
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The U.S. Penny Is History
Sources: The Wall Street Journal, May 22, 2025, and November 12, 2025; U.S. Mint, 2024 (Cost...
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