Posts by Dr. Jeff Camarda

The Looming Fiscal Crisis: America’s Soaring Debt and Unsustainable Spending

The Congressional Budget Office (CBO) has issued a sobering forecast for the United States’ fiscal future. With entitlements and debt payments pushing the nation towards a financial precipice, urgent action is required to address the mounting debt and unsustainable spending.…

California’s Progressive Electricity Rates: A Novel Approach to Redistributing Wealth

In 2022, Democrats in Sacramento passed groundbreaking legislation that is reshaping California’s taxation landscape. This legislation introduced a second progressive income tax within the state, but through a unique avenue: restructuring electricity rates. By enlisting the Public Utilities Commission (PUC),…

Barron’s Top Advisor Rankings: A Cautionary Tale

Barron’s magazine’s annual Top Advisor rankings are intended to help retail investors find reputable financial advisors. However, recent revelations have raised concerns about the effectiveness of these rankings in identifying trustworthy professionals. Several advisors with Barron’s accolades have been involved…

The Importance of Long-Term Care Insurance: Planning for the Future

Long-term care insurance provides crucial financial assistance for individuals facing cognitive issues or needing help with daily activities. This coverage includes services like personal aides, adult day care, and assisted-living facilities, which Medicare typically doesn’t cover for chronically ill individuals.…

The Hidden Impact of Medicaid Estate Recovery: A Burden on Families

In July 2021, a 62-year-old woman received a shocking letter revealing an unexpected Medicaid debt of over $77,000 incurred by her deceased 88-year-old mother. This incident sheds light on the often-overlooked consequences of Medicaid estate recovery, disproportionately affecting families relying…

Brace Yourself: Impending Tax Changes and the Uncertain Future

Tackling the labyrinthine maze of U.S. tax regulations to file your return can already be headache-inducing. However, brace yourself for impending tax-related stress emanating from Washington in the near future. By December 31, 2025, crucial elements of the 2017 federal…

Protecting Your Child’s Identity: Safeguarding Against Credit Fraud and Identity Theft

In today’s digital age, scammers have found new avenues to exploit unsuspecting victims, including children. Identity theft targeting kids is a growing concern, as criminals can steal their personal information and use it for fraudulent activities, often going undetected for…

The Challenges and Risks of E-Filing Tax Returns

Electronic filing of tax returns, while convenient for many taxpayers, poses significant challenges and risks that are often overlooked. Despite its widespread use, e-filing is vulnerable to cyberattacks and can be less forgiving for taxpayers compared to traditional paper filing…

Navigating State Taxes: Owning Multiple Homes Across State Lines

Owning a second home across state lines can raise eyebrows and invite scrutiny from tax authorities. With states becoming increasingly vigilant in pursuing potential tax evaders, it is essential to ensure compliance with state tax laws to avoid legal entanglements…

Smart Money Investment Strategies

When it comes to investing money, the more things change, the more they stay the same. Often consumers start investing using savings accounts, the money market, and other short- term investment options. Later, when they start to save for retirement…

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Posts by Dr. Jeff Camarda

The Looming Fiscal Crisis: America’s Soaring Debt and Unsustainable Spending

California’s Progressive Electricity Rates: A Novel Approach to Redistributing Wealth

Barron’s Top Advisor Rankings: A Cautionary Tale

The Importance of Long-Term Care Insurance: Planning for the Future

The Hidden Impact of Medicaid Estate Recovery: A Burden on Families

Brace Yourself: Impending Tax Changes and the Uncertain Future

Protecting Your Child’s Identity: Safeguarding Against Credit Fraud and Identity Theft

The Challenges and Risks of E-Filing Tax Returns

Navigating State Taxes: Owning Multiple Homes Across State Lines

Smart Money Investment Strategies

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