In December of last year, I wrote about Series I Savings Bonds. I wanted to highlight them again because if you want to lock in the...

When you are purchasing an investment, there are a few different layers at play. Generally speaking there is the custodian, account type,...

My wife told me I have had too many technical posts in a row. Therefore no discussion on taxes this week (sorry!). The Bible has more...

Health Savings Accounts (HSAs) are one of the more unique financial accounts that an individual can have. This uniqueness presents...

Over the rest of my wife and I’s lifetime, we are expected to pay $2,508,660 in taxes between federal/state/local income taxes and Social...

Let's make your day with a quick tax discussion. The amount of tax you pay when completing your tax return is not nearly as simple as...

I will admit, I like a certain level of control. Not in the sense that I have to be the one choosing what exactly is going to happen but...

The world at large is experiencing some pain that is partially flowing through to the stock markets. That is what I want to address but...

Over the last couple of years, there have been several changes to personal finance due to the impact COVID has had. For example, many are...

In early January 2017, I registered Sycomore Financial as a business in the state of Indiana. Five years ago! It seems incomprehensible...

Occasionally when I am thinking about what to write, I ask myself, “What is something that I need to hear right now?” This would be one...

Even though we are now in a new year, 2021 contributions can still be made to many investment accounts. This can be one of the many...

The Child Tax Credit has been in flux recently. In 2021, both the amount of the credit and the timing of when the credit was received...

Consumer sentiment has been down recently. While this metric primarily deals with economics and financial matters, it does seem that the...

I have now been writing Sycomore Saturday for over two years. One of the main benefits to writing for me personally is that it forces me...

In most years past, people only saw a tax break from charitable contributions if they itemized deductions. Last year this was changed so...

I had no idea what to buy my family for Christmas… until today. As of the time of writing this article, Series I Savings bonds are paying...

It is December. Many of us are in a flurry of activity as we wrap up the year. In the midst of this flurry, we are also looking to the...

As the end of the year approaches, many people engage in tax planning. This is particularly true for business owners but even on...

The S&P 500 is trading at or near an all-time high currently. I was just thinking how spoiled many investors have been. In early 2009,...