Curtis (Curt) Sheldon, EA

Doing Some Last Minute Shopping? Don’t Buy a Tax Bill

As the year comes to a close, there are a lot of different reasons why you might be considering investing in (buying) a mutual fund. Perhaps you got that Christmas Bonus…o.k. I know you’re on Active Duty and Uncle Sam hasn’t found it in his heart to give Christmas bonuses yet,...
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Blocking and Tackling: The Key to Your Financial Future

If you’ve spent much time watching football at some point you’ve heard the following from a football coach…”We need to concentrate on Blocking and Tackling and then the wins will come.” What does the coach mean by that? Well, I’m not an expert on football but I’m pretty sure the...
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TRICARE Young Adult-Prime Available 1 Jan…But Should You Take It?

Although not specifically part of the Patient Protection and Affordable Care Act, legislation passed by Congress allows families eligible for TRICARE to purchase coverage for “dependents” that are under 26 years old. Previously TRICARE coverage ended at age 21 or 23 if the dependent was a full-time student. Like TRICARE, TRICARE Young...
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Military Tax Break: Sale of Primary Residence

Let’s face it. If you are in the military and have purchased a house, often times the real estate market and your PCS orders don’t always agree with each other. Sometimes you’re forced to move when it just doesn’t make sense to sell. Many of you (and myself in the...
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