Sara Stanich

It seems every client owes more taxes than they expected and thinks their accountant messed up. Are these just a few unluckies or what are the reasons why? Help me understand #taxtwitter

@MikePolicarNGP Congrats!

My little RIA will reach the end of year 4 in business on Jan 8, 2025. I don't think that's necessarily worth celebrating, but I do think this is:

@DanielYerger3 @Fidelity Professionalism!

Contrast this: *ring* "Thanks for calling @Fidelity, you want a rollover, Joe?" "Hi I'm not Joe, but Joe is on the other line. Can I bring him on?" "Yeah, sure, whatever." "Hi this is Joe I want-" "A rollover, got it. Overnight or regular mail?" "Regular." "Already sent."

@SamanthaTwenty @jpmorgan Seventeen 😂

"When is the best time to take social security?"... instead of answering with a long winded article, I love this decision-tree style visual from @jpmorgan Anyone else remember these from Seventeen mag back in the day?😂 Source: 2024 JP Morgan Guide to Retirement #SamSwipeFile

Excited about my first article as a personal finance contributor at Forbes! Seems like parents are freaking out about impending college costs this year, so I wrote about it. forbes.com/sites/sarastan…

@johnmccarthycpa Totally agree! Also a parallel with financial advisors … not everyone needs one.

TurboTax is a good thing? . . . That’s my case on the blog today, but not for clients with equity compensation. Plus: bonus Mayo Cat video. Because why not? Link below:

@MegBartelt Totally!

@karencoyne Wow! I am pretty sensitive to caffeine will definitely try it

In case you find yourself in a similar situation… I recently learned (after downing a few too many afternoon coffees that I thought were decaf) that quinine in tonic water can neutralize the effect of caffeine ☕️

@courtranstrom WHAT

@ckoppenberg I introduced my kids to the treadmill

Worked from an indoor playplace today. Anyone else excited to have some structure back next week?

@MegBartelt @WSJ So awesome!

@courtranstrom Gorgeous!

@danikaw Mostly to take more chances and risks!

@danikaw a few years ago, mine was "Jump"

@Codie_Sanchez I wrote about my experience a few years ago. I’m a financial planner and quite a few of my clients have been there too. cultivatingwealth.com/blog/2021/05/0…

I want to do a deep dive into the real cost of IVF, and trying to have a kid in todays world. The more I learn the more it breaks my heart. Anyone willing to share?

@dollarsanddata 59.5 is not old age 🙃

@SamanthaTwenty I'm so sorry, Samantha.

Ryan Russell, renowned designer, entrepreneur, educator and most recently, best-selling children’s book author/illustrator, peacefully passed away at home in State College on Monday after bravely battling brain cancer for the last 17 months. He was 41. my-grey-matters.com/grey-blog/rip-…

@MegBartelt Be good to yourselves

@DavidG_CSLP It’s so important to get advice from people who know What they are talking about!

Just came across a Dave Ramsey clip. Law Enforcement Officer has $252,000 in student loan debt with $70,000 income. Dave's advice. 1. You're a moron 2. Sell your house 3. Side hustle your way out of this. Now hear out my advice. Law Enforcement Officer is part of PSLF. At $70,000 with a pension, we are talking about an Adjust Gross Income of roughly $55,000. From here he can subtract off the 2.25 times the federal poverty level for his household size (1). $55,000 - $32,805 = $17,195 Under the SAVE plan, he will pay 10% of this each year. $17,195 * .1 = $1719.50 That's $143 per month. If he has absolutely no months of credit already (which is unlikely)... He would pay less than $20,000 TOTAL over the 120 months he needs to pay. This guy might even qualify for forgiveness right away if he has been working for many years. Just some food for thought before you sell your house, your car, and work 80 hours per week.

@DanielYerger3 💀💀

I love RIA listing emails. "Firm for sale in Truth or Consequences, NM. Serves 237 clients around US, all clients are 98+ years old and demand conspiracy-oriented ESG assets. Portfolios are currently individual Taiwanese bond warrants. Revenue $112k/year, asking $3.9 Million."

Thinking about my old city today.