Robert shares his own family’s multigenerational-living story: years living at home as a working CPA let him pay off student loans with saved rent, and he’s now saving for an accessory dwelling unit for his own kids. Read the full article →
Parents, financially dependent adult children reveal stories about living together Read More »
Robert is Bankrate’s sole expert on the kiddie tax, explaining the loophole it closes, how parents can choose where the income is reported, and why for most families the tax is very avoidable. Read the full article →
What Is the Kiddie Tax and Who Has to Pay It? Read More »
In this syndicated NerdWallet column, Robert explains what happens when you don’t file: the IRS prepares a substitute return that is almost always not in your favor — and a licensed pro can often review it free and sometimes negotiate the balance down. Read the full article →
Now is the time to tackle those overdue taxes Read More »
Robert walks viewers through a post-holiday recovery plan: review statements for surprises, then attack the highest-interest debt first — treating willpower as a muscle that ‘resolution season’ can exhaust. Watch the segment →
How to get out of holiday debt Read More »
Robert explains the IRS’s 1099-K rules for Venmo, CashApp and PayPal: nothing about what’s taxable changed, but many people will see forms for the first time. His advice: keep a separate payment-app account for anything potentially taxable. Read the full article →
New tax rules coming for those using mobile payment apps Read More »
Robert frames the question as opportunity cost — good or bad compared to what? — and advises measuring any alternative strategy across both good and bad markets before judging, with a second opinion from a fee-for-service planner who isn’t selling anything. Read the full article →
Robert answers with his certified fraud examiner hat on: enough red flags to involve the authorities. Call the number on the account statement for full transaction history, and contact adult protective services for guidance. Read the full article →
WLBT’s year-long investigation into two Mississippi officials drawing double public paychecks brought in Robert as an independent certified fraud examiner to analyze payroll and timesheet evidence — overlapping work claims, he says, are a huge red flag. Read the full article →
3 On Your Side Investigates: The Side Hustle Read More »
Robert explains why pandemic-era savings cushions have reversed and advises against measuring holiday success by spending — have the honest gift conversation, and save monthly for next year’s season. Watch the segment →
Making Ends Meet: Some Coloradans are cutting back this holiday shopping season Read More »
Robert joined the Client Horror Stories podcast with a story about a client who wanted to retire early while household spending ran four times higher than he realized — and how the numbers conversation went. Listen to the episode →
That time when your client wanted to retire early — Client Horror Stories Read More »
