Want an iPad with that Refund?

April 9, 2010 by  
Filed under Spending, Taxes

Tax day is bearing down on us which brings us into tax refund season. We are also in new season of gadget lust. This one is the iPad edition. I’m not receiving a tax refund, which is a good thing. (Why? Because it means I didn’t extend an interest-free loan to our money-sucking government.) I’m also not buying an iPad, also a good thing. (Why? Because it shows I’m not an Apple fanboy.) Read more

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My Life as a Volunteer Tax Preparer – Ch. 2.9

April 7, 2010 by  
Filed under Taxes

Another busy day as a volunteer in the VITA/Tax Aide office. I completed three new returns and finished up two that I had started last week. It was a lot of fun because I met some happy retirees. Read more

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My Life as a Volunteer Tax Preparer – Ch. 2.8

April 1, 2010 by  
Filed under Taxes

This week, some random thoughts and commentary about my experiences as a volunteer in the AARP VITA/Tax Aide Office. Read more

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My Life as a Volunteer Tax Preparer – Ch. 2.7

March 23, 2010 by  
Filed under Taxes

I returned to the volunteer Tax-Aide office this week. Last week I was in Las Vegas. Talk about contrasting money environments! Read more

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Say No to Yes Man Financial Advisers

March 12, 2010 by  
Filed under Financial Planning

Mr. ToughMoneyLove is a big believer in self-management of personal finance, if you are willing to study, learn, and then fearlessly apply what you have learned. Too many people turn their financial planning over to so-called professionals who are more interested in selling than in objectivity. Read more

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My Life as a Volunteer Tax Preparer – Ch. 2.6

March 9, 2010 by  
Filed under Taxes

Wow – tax season is flying by. My weekly visits to the volunteer tax office seem to fall closer together. Today was unremarkable compared to other tax days except that one of the taxpayers I helped was male, the first I’ve had in a while. Read more

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My Life as a Volunteer Tax Preparer – Ch. 2.5

March 4, 2010 by  
Filed under Taxes

Another week in the volunteer office, another five taxpayers helped, and once again all women. Lucky me – they were all in relatively good moods too! Read more

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My Life as a Volunteer Tax Preparer – Ch.2.4

February 23, 2010 by  
Filed under Taxes

Today I prepared five tax returns. A big question at the end my tax volunteer day: What happened to all of the men? Read more

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My Life as a Volunteer Tax Preparer – Ch 2.3

February 17, 2010 by  
Filed under Taxes

Yesterday’s session at the Tax Aide volunteer office was more quiet than most. I worked on three returns. One was a return that I started last week. The other two clients were unique and interesting, with one being upbeat and the other a real head-shaker. Read more

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My Life as a Volunteer Tax Preparer – Ch. 2.2

February 10, 2010 by  
Filed under Taxes

This week’s volunteer visit to the Tax-Aide office was different from last, in that each of the three taxpayers I worked with was new to our office. That made a little more work fro me but also allowed more time to hear their stories. Read more

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