Medicare Tax

Summer Refresher: The 3.8% Medicare Surtax

One favorite guest re-post deserves another. This next one originally arrived just in time for Halloween. Authored by Larry Annello (shortly before our two firms merged into SageBroadview), the witching season went well with the theme of the then-new, potential 3.8% Medicare surtax on
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18 year old finance

Sage Advice Worth Repeating to BOTH of My Adult Children

It’s official. Last week, my days as a legal guardian came to an end when my younger son Devon celebrated his 18th birthday.   Any parent can relate to my need for some extra oxygen just to share this news, let alone believe it myself. It’s also hard to accept that it’s been 19 months
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Hot Off the Press: Dominic the Firefighter

Hot Off the Press: Dominic the Firefighter

My son Dominic has been a Junior Firefighter for over a year and a half now, but he moves to Volunteer Firefighter status on his 18th birthday – today! Have you ever wondered what it takes to be a fire fighter? Check out the program Dominic attended last summer to pass his Fire Fighte
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A Lost & Found for Your Money?

A Lost & Found for Your Money?

Your favorite sweatshirt. An unfinished paperback. That doggy bag left on the table. Small losses when they go missing, but don’t you just hate that sinking feeling when you realize they’re gone? As our financial holdings accumulate and our memories diminish, we can lose track of our
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