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From the desk of the Wealthy Accountant

Infinite Banking Concept Without Life Insurance

Infinite Banking Concept Without Life Insurance

When people have infinite banking explained to them for the first time it seems like a magical and risk-free way to grow wealth. The idea of replacing the hated bank with borrowing from yourself makes so much more sense. But…

Cruise Ships and Other Travel Scams to Avoid

Cruise Ships and Other Travel Scams to Avoid

Before we start pointing out the scams and rip-offs on cruise ships and with other travel, we need to define what is and is not a scam. A scam is never about price. If you think something is overpriced it…

Should I Find a New Accountant?

Should I Find a New Accountant?

After the turn of the year I decided to ask my followers on social media a simple question: What are some of your shareable financial plans for the new year? The typical answers came in: fund my retirement account, pay…

Be True to Yourself

Be True to Yourself

Chumbawamba is a rock band that started with humble beginnings in 1982. Dedication to quality pushed their music to the front of the room coupled with a message of anti-consumerism, anti-war, animal rights, human rights and anti-government, or at least…

Worthless Crypto Tax Deduction

Worthless Crypto Tax Deduction

When a cryptocurrency becomes worthless it isn’t treated the same as a worthless security on a tax return. As an asset, it needs to be sold before a loss is allowed. There are two ways you can get a tax…

Is Ryan Holiday the Real Deal?

Is Ryan Holiday the Real Deal?

Multiple New York Times bestselling author, Ryan Holiday, is hard to miss. He brought Stoicism front and center with his books, Daily Stoic and Daily Dad emails. But is Ryan Holiday the real deal? Does he walk the talk? Does…