Category: Investing for Retirement

This year my property tax refund will cover almost 80% of my 2026 property tax bill. This is bigger than last year’s refund because my co-occupant had no income to report. Qualifying for this state refund is one of the primary reasons that I have been able to afford early

It may be too early to celebrate April’s gains because there is still no peace deal with Iran. But my retirement account has gained back $25K of the $26K that it lost in March. The stock market is acting like the war is over and ignoring the fact that gas

As I was looking at my brokerage account, I noticed that I only have stock in 3 companies. The remainder of my holdings are in either mutual funds or ETFs. One is a US based oil company, one is a financial services company, and the other is a radio frequency

Today marks 26 days since the start of the war with Iran. So far, my investments have lost around $30k in value. That is a big number. You could buy a new car with that or make a down payment on a house. It doesn’t sound as bad if I

Since I had no earned income in 2025, my tax refund is zero dollars. My investment income was less than the standard deduction, so I didn’t have to pay any tax. This is the 5th year in a row with zero refund and zero tax. In 2025 I did not

As of today (March 8th, 2026), Trump’s war with Iran has pushed my investment portfolio down by almost $15,000 in the past week. I asked Google AI if the president has the power to declare war on another country and this was the answer: “No, the U.S. President does not