Welcome to Manuka Musings

TIPS for Retirees: A Guide to Inflation-Protected Securities

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Year-end Charitable Gifting Strategies

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Why (and When) I’m Selling My I Bonds from April 2022

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How to maximize your after-tax yield on cash at Charles Schwab

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Are you missing the tax deduction for U.S. obligation interest?

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Goodbye iBonds?

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Lessons Learned from Losing a Loved One

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SECURE ACT 2.0 for Retirees

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9 Questions To Ask A Flat Fee (or any!) Financial Advisor As You Near Retirement

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Extension of the ACA “Subsidy Cliff?”

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In the News: I Bonds

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Health Insurance for Retirees before age 65

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In the Media

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Need a new car? Now might actually be a good time to buy.

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How to Freeze Your Credit

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Do you have sufficient property and casualty insurance coverage?

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Year-End Tax Planning Strategies for Individuals

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Mike Powers featured in CNBC for Retirement Planning

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Should you convert your traditional IRA to a Roth IRA?

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Elimination of the ACA “Subsidy Cliff”?

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Strategies to consider due to the recent tax law proposals

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Why I Switched to Flat Fees

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How to fully utilize a Donor-Advised Fund

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How to save $1 million completely tax free

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Your Early Retirement Checklist

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Financial Planning Using Your Tax Return

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Solo Business Owners: How to qualify for health insurance tax credits while making over $400k per year

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What is Manuka? (mah-noo-kah)

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A Letter of Gratitude

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