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What a fantastical dream -- to pay no taxes.Now ... would it surprise you if I said most American households (including many San Diego households) enjoyed that very dream in 2020 because they ended up not paying federal taxes - not a single dime?Last year’s insanely...

It’s getting harder and harder to brace ourselves for the ongoing images of human struggle. They just keep coming. No matter your position on what’s happening, either nationally or abroad, the possibility of disaster touching us -- that is out of our control -- is...

Over the weekend, we were "treated" to heartbreaking images.No matter how any San Diego person feels about our involvement as a nation in Afghanistan, the human toll of that involvement -- and now our seemingly hurried departure -- can affect the hardest of hearts, if...

You’ve probably got a story to tell. The one about how you got to where you are today. It probably involves lots of hard work and sacrifice. And money.Last I checked, people weren’t giving away their San Diegohomes and cars. And I bet that you put locks on that house...

The federal government is handing out a lot of money to San Diego individuals lately. Remember those stimulus payments that started showing up in your bank account last year? There’s more en route...Now comes the federal advance payments of the Child Tax Credit (CTC)....

Before I jump into outlining good debt vs bad debt for all those in San Diego trying to tackle their personal debt, let’s touch on some news from everyone’s not-so-favorite government agency. Late last week (Friday news dump?), ye olde Internal Revenue Service...

Alright, San Diego readers, before we jump into the tax scams 2021 edition, let’s circle back on some info we posted about recently ... the IRS sent out a lot of moolah last week -- and, if you have children, you might have received some.Note: If you received it, this...

I normally don't send these special bulletins, but I wanted to get this to San Diego parents ASAP.You probably heard on the news that the IRS is sending out "advance payments" of $250 - $300 per month for children.The first advance child tax credit payments went out...

I'm going to stick with last week's theme on being financially independent because I got some nice feedback.Before I get there, a quick word about the IRS for our friends in San Diego...Per Kiplinger, as of June 25, the IRS had a backlog of 16.7 million 2019 and 2020...

In our digitally saturated age, it takes somebody with an iron will to not be impacted by the environment around us. There is a sense of impending doom among some of my San Diego clients, a weight of cultural fissure and confusion. More and more think pieces are...

Whether it's an annoying duck with a one-word vocabulary, or a refined gecko, or a personified mayhem, you've undoubtedly been bombarded by commercials from company after company trying to get you to switch auto insurance carriers.Have you shopped around for this...

An identity is stolen every two seconds in this country.Yeap, you read that right. Every TWO seconds. Yeah… that’s a lot. That means that either you or people you know in San Diego have fallen victim to identity theft.It’s the #1 type of complaint received by the...