This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...

When the IRS first put out Publication 590-B in 2021 for the 2020 tax year, it offered an example that implied someone (a non ...

PivotTables are still easier to create for anyone who prefers not to use formulas, and they excel at automatically grouping dates or handling large external datasets from sources like SQL Server or ...

A group of New Haven Academy freshmen leaned over their desks, closely reading a short passage of text to try to understand ...

No matter how wealthy someone is, the process starts with awareness. Call it “financial awareness,” which is the first step to achieving financial literacy. It can be as simple as getting in the habit ...

When writing about taxation of retirement accounts, I've referred to IRS Publication 590- B many times, as it provides guidelines to taxpayers for handling required minimum distributions from ...

Winter break and snow days are often a welcome pause in our busy school-year routines. They give families time to slow down, reconnect, and rest. But for many parents, that pause also brings a ...

FORECAST.ETS applies an exponential triple smoothing (ETS) algorithm to create forecasts that can include trend and seasonal ...

Those with AI skills are said to make more, but how much more? Also, how have our actual experts been using AI in their own ...

It’s common knowledge that most retirees have at least some wealth to live off of, and that makes them vulnerable to bad ...

The dogs are barking, the woman’s screaming and the man’s swearing … it’s the kind of scene you see in a park and think: I’m glad that has nothing to do with me ...

On the eve of the most anticipated NBA All-Star Weekend ever, it seemed like the optimal time to break out my illegally burned DVD of the '87 game from the Kingdome in Seattle. What better way to get ...