Blog Archives

Listen Up, Washington Residents: Estate Tax Changes in Your State

Posted on 11.12.25 by Penguin in Government Shennanigans, Personal Finance

Washington state enacted substantial estate tax reforms effective July 1, 2025. The exclusion amount per estate increased from $2.193 million to $3 million, with future automatic adjustments for inflation. This change exempts more modest estates from state tax, alleviating liability … Continue reading →

Toil and Trouble

Posted on 04.09.25 by Michelle Rand in Government Shennanigans, Interest Rates, Investment

If any of our clients can tell me who said this, when, and under what circumstances, I’ll buy you a nice dinner: “We are destroying the small businessman. We are destroying Middle America. We are destroying the American dream.” Sound … Continue reading →

Will Social Security Benefits be Reduced?

Posted on 03.27.25 by Michelle Rand in Government Shennanigans, Personal Finance

We’ve received a number of questions lately about whether Social Security benefits will be reduced. Most of these questions are apparently prompted by the popular media, which amounts to reading the wrong news on this subject. Reductions in Social Security … Continue reading →

We Want EV’s, But….

Posted on 09.27.23 by Michelle Rand in Government Shennanigans

The nascent trend toward ownership of electric vehicles in the U.S. is skating along on a series of subsidies in the form of tax credits and fiscal stimulus to both consumers and corporations. These include a dizzying array of tax-payer-funded … Continue reading →

It is Not True that the US Treasury has Never Defaulted

Posted on 05.16.23 by Michelle Rand in Government Shennanigans, Interest Rates

Most recently, market chatter has revolved around the debt ceiling, with finger-pointing all around. Investors, business owners, heck – all citizens, are worried that Congress will not come to an agreement around raising the debt ceiling. But is it true, … Continue reading →