Curtis (Curt) Sheldon, EA

You Might Need an Umbrella Even if it Isn’t Raining

In my dealings with military members, I’ve found that most of them do a pretty good job protecting against the big risks in life. They usually have adequate life insurance (when combined with SGLI and SBP), health insurance through TRICARE and protection for their personal belongings (auto, home or renters...
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GI Bill and Taxes….Not Exactly a Match Made in Heaven

The Post-9/11 GI Bill is one of the best benefits out there today. The opportunity for a nearly “free” education is something you should take advantage of. But, like with many things the Post-9/11 GI Bill is not simple when it comes to taxes. Let me explain… GI Bill Alone First...
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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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