Blog

irs moving rules related to work and deductible moving expenses

How to Qualify a Work-Related “Move” and What You Can Deduct On Taxes

Marc Ang discusses the three tests to qualify if your recent geographical move (related to work), is seen by the IRS as a qualified work related move, and which aspects of your moving journey are considered deductible moving expenses. Since the IRS rules on moving can be very dry, Marc brings up some good real […]

financial basics independence budgeting and saving habits

Financial Independence Through The Right Habits & Knowledge

Erin Bui chats about helpful tips on keeping your debt in check (avoid consumer debt like the plague), having your emergency fund, learning about insurance and investments, and basic budgeting and saving habits we should adopt. Her goal is financial independence and she is right on track! Financial independence and stability is my goal. I […]

government benefits social security insurance and supplemental security income for special needs

Government Funding for Special Needs: Where It Starts (Social Security, Medicare, Medicaid)

Erin Bui and Marc Ang discuss the basics of government funding for special needs, around Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), Medicare and Medicaid. The deep love for a child will make a parent, family member, or a non-family loved one do anything, walk over broken glass, to provide the child they love […]

protect yourself from identity theft and learn some common tricks and prevention tips

Identity Theft: Common Tricks and How To Protect Yourself

Erin Bui chats about the prevalence of identity theft and their common tricks. She gives us identity theft prevention tips and encourages everyone to become aware. Identity theft might not sound as frightening to someone who hasn’t experienced it. However, once it happens to you or your loved one, you will usually take a different perspective, […]

taxation on social security benefits and calculating social security benefits tax

Taxation When It Comes To Social Security Benefits

Marc Ang discusses about some of Social Security benefits tips and the technical aspects of taxation on Social Security benefits and also gives examples on calculating social security benefits tax. For many active seniors who want to continue working, or are savvy investors making passive income, there are some tax nuances to consider. Many seniors […]