How to Handle Your Student Loan Forgiveness 1099-C Tax Form
Student loan forgiveness can eliminate a substantial balance, but it might also create an unexpected tax bill. The temporary federal tax exemption created by the American Rescue Plan Act…
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Is Quitting Your Job Worth It?
“So to me, this is not a money management question.” That’s what I told a listener partway into this episode — right after she told me she’s 42, makes…
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7 Reasons NerdWallet Calls Chase Sapphire a “Must-Have for Travelers”
Sponsored content from our partners at Chase Smart travelers know that travel rewards can help them take more trips and pay less out of pocket. And the best way…
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The Marriage Tax Penalty In 2026: Every Rule That Costs Married Couples (And The Ones That Help)
Key Points A marriage penalty happens when a rule’s threshold for a married couple is less than double the threshold for a single person. In 2026 that describes the…
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The Repayment Assistance Plan (RAP): Your Guide to Student Loans in 2026
Your federal student loan repayment plan likely shifted at some point this year. You might not have noticed yet. In 2026, the Department of Education finalized a rule retiring…
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Living Poor to Die Rich
I recently joined a professional organization to discuss various topics in wealth management. On our first Zoom call there was a debate around the use of levered long/short strategies….
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Bank of America Atmos Alaska Airlines Business Card 85,000 Miles
Update 9/11/26: Still working. Update 3/31/26: Link working again (sources say it should be around for 2-3 months) Update 2/23/26: Link working again. The Offer Direct link to offer…
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2026 LendEDU Reviews & Platform Ratings
Read what real users think about LendEDU. Learn more about what LendEDU is, explore our overall platform rating, and find out how LendEDU is legit and safe for comparing…
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How Mezzi Uncovered Over $300,000 In Hidden Stock Exposure
This summer, my new AI investment advisor, Mezzi, discovered roughly $300,000 of hidden stock exposure in Google I didn’t know I had. It sounds a little absurd, given the amount….
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A Short History of Trend-Following and Momentum
A reader asks: Are there any studies supporting the success of trend following or momentum? Something showing that momentum can succeed for the retail investor, not just something…
