by Ryan Shumaker | Oct 19, 2026 | Blog
When most people think about retirement planning, they focus on saving enough. But there’s a quiet threat that can silently erode your retirement income that has nothing to do with market performance or spending too much. It instead has everything to do with how...
by Ryan Shumaker | Jul 20, 2026 | Blog
In June, headlines abounded about rocket maker/Starlink internet provider/X (formerly twitter)/artificial intelligence company SpaceX being the largest IPO (initial public offering of stock) in history. Hype abounded as well when trading of the company’s stock began...
by Ryan Shumaker | Jun 18, 2026 | Blog
A recent court decision in Kwong v. United States held that Internal Revenue Code § 7508A(d) should be applied to the COVID-19 federal disaster period and that most tax penalties or interest paid for the time period should be refunded. So, if you paid IRS penalties or...
by Ryan Shumaker | May 22, 2026 | Blog
Last month we detailed both the tax and control issues that come with a Trump Account. This month we’re discussing four existing alternative options that have more favorable tax treatment. With each of these options you’ll also be able to invest in a wide variety of...
by Ryan Shumaker | Apr 20, 2026 | Blog
Starting July 4th, Trump Accounts will go live, and opening one for any child born between 2025 and 2028 is an absolute no-brainer. For many in Kansas, it may also make sense for children born between 2016 and 2025. Most people probably should not contribute anything...
by Ryan Shumaker | Feb 23, 2026 | Blog
According to early IRS filing data, the average tax refund is over 14% higher so far this filing season compared to the same time last year, and the average refund is projected to be over $1,000 more. While many treat their tax refund like a spring bonus, the reality...
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