Appreciate Finance Blog
The Cost of Trying to Time the Market
The impact of missing just a few of the market’s best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows. Get the PDF at this link
The Cost of Friendship
An oak tree can grow to 100 feet tall and live for more than 100 years. In a mast year, an oak tree can shed as many as 10,000 acorns, hard little squirrel delicacies raining down dozens of feet on your lawn (or head) like tiny missiles. These are things I learned...
What to Know about Income Taxes and Side Jobs
Over 55 million Americans are employed by the gig economy, according to the U.S. Bureau of Labor Statistics, with more workers joining every year as new opportunities present themselves. You might be driving for Uber or Lyft after you’re off the clock at your day job,...
Cryptocurrency Tax Guide
Interest in cryptocurrency has grown tremendously in the last several years. Whether you accept or pay with cryptocurrency, invested in it, are an experienced currency trader or you received a small amount as a gift, it's important to understand cryptocurrency tax...
Solo 401K Accounts
If you have a solo 401k, also known as a self-employed 401k or an individual 401k, your plan year typically is the same as the calendar year. When the plan’s assets as of December 31 last year exceeded $250k, you are required to file a Form 5500-EZ with the IRS before...
All about credit scores
This article, from Equifax, has many informative articles about credit scores, credit reports, fraud and identity theft and more. I wanted to share it with you, so you can be well informed. Read more here...
Financial Advising and Buddhist Practices
Abacus Wealth Partners may be the only advisory firm in the country with an unabashed Buddhist orientation. Co-founders Spencer Sherman and Brent Kessel are practicing Buddhists, and Sherman leads a daily 9 a.m. meditation session that anyone in the firm can join....
Do You Need A Beneficiary For Your Bank Account?
Naming a beneficiary may be familiar to you. It’s a step that’s often required when you’re opening an IRA, purchasing an annuity, acquiring a life insurance policy, opening a brokerage account or even buying shares of a mutual fund. But those accounts aren’t the only...
Can I receive Social Security Benefits if I move to a different country later?
Getting social security while living internationally is generally workable, though there are restrictions on receiving it in certain countries. If you are a green card holder and qualify for benefits you can receive social security benefits without issues. SSA will...