Archive

Dive into a collection of past posts and rediscover timeless content.

The 2027 COLA and the Social Security Tax Torpedo

Benefit tax thresholds of $25,000 and $34,000 were never indexed. Here is how an extra $1,000 IRA withdrawal can create $1,850 of taxable income.

Oct 14, 2026

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3 min read

The 2027 COLA and the Social Security Tax Torpedo

Medicare Open Enrollment 2027: Compare Drug Plans by Total Cost

The Part D cap rises to $2,400 and the deductible to $700. Here is why the cheapest premium is not always the cheapest plan.

Oct 13, 2026

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3 min read

Medicare Open Enrollment 2027: Compare Drug Plans by Total Cost

HSA Limits 2027 and the Medicare Six-Month Trap

The 2027 family HSA limit is $9,000 plus $1,000 at 55. Medicare Part A backdates up to six months, so stop contributing before you apply.

Oct 12, 2026

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5 min read

HSA Limits 2027 and the Medicare Six-Month Trap

Generator vs Battery in 2026: The Power Outage Math

Americans averaged 11 hours without power in 2024, and the 30% home battery credit ended December 31. Here is when backup power pays.

Oct 11, 2026

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4 min read

Generator vs Battery in 2026: The Power Outage Math

Buying Private Company Shares: What Reg A Really Allows

Non-accredited savers can now buy private shares, capped at 10% of income or net worth. The real cost is the lock-up, not the minimum.

Oct 10, 2026

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6 min read

Buying Private Company Shares: What Reg A Really Allows
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