Political Campaign Exemption

It was only a couple days after the horrific assassination attempt on former President Trump, when the texts started coming. No tragedy, however dreadful, is missed by the political campaigns in their quest to raise money. It’s not the first text like this that I’ve gotten this year. I didn’t sign up for anything from Trump or Biden. I certainly wasn’t looking for Trump’s “love”. … Continue reading Political Campaign Exemption

Election 2020 – Where Are We At?

With the Presidential election this week, I thought I would do a quick portfolio check to see where our retirement portfolio is sitting before the markets react. It seems a big enough change-point, that I would keep track of where we are at – at this moment in time. The good news is that despite the pandemic sell-off in March, we’ve weathered the 2020 storm(s) … Continue reading Election 2020 – Where Are We At?

Keeping Up With Election Proposals – Taxing 401Ks

During the Democratic National Convention two weeks ago, news slipped out that Joe Biden was developing a new tax plan that would rollback benefits for 401K plans. He even had his Economic Advisor speak to it at a panel event at the convention. Like many ‘progressive’ initiatives, this one involves reducing or eliminating 401K tax benefits from higher income households and transferring that benefit to … Continue reading Keeping Up With Election Proposals – Taxing 401Ks