This week I have started some year end tax planning and thanks to AI, I have also updated my investment portfolio based on some of their recommendations. Regular readers of this blog know that I believe in the three bucket portfolio: taxable, tax deferred and tax exempt. The link in the prior sentence has some…
Author: Rich Slick
Building Apps With Gemini Pro – My First App
I’m excited to showcase my first web app. Yes, it’s fairly primitive but you need to understand that I am not a computer programmer. The last time I coded anything I was in High School decades ago although there was a computer class or two in college that I may have taken. But first, let’s…
2025 Tax Planning and 2026 Tax Pre-Planning
There’s only a couple of weeks left in December of 2025 so I decided to ask AI what I should consider from a tax planning perspective for 2025 and 2026. Gemini AI Recommendations Since the current date is December 2025, you are in the critical “final stretch” for the 2025 tax year. The following checklist…
AI: When To Use The Right Options Strategy
I have been writing about my options strategy for a while now the past couple of years. In 2023 and 2024, I wrote about Covered Calls and this year I have been more heavily focused on Net Credit Collar trading. Someone asked me how I determine which strategy to use in what environment and I…
Dumping ChatGPT for Gemini Pro
I am in the slow process of migrating my AI toolkit built largely around ChatGPT over to Google’s Gemini. I wrote about this a while ago in this post where I talked about AI eating AI and it’s becoming obvious that ChatGPT may not survive in the same way Betamax lost to VHS or HD-DVD…
Christmas Gifts – Shares of Stock
This year I have decided to give my nieces and nephews cash to invest in growth and dividend ETFs. I will be granting them $500 with the intent that they open a brokerage account, deposit the money and buy shares that I recommend to them. Of course, it’s their money and they can spend it…
My 11th Year Kiva.org Anniversary
My anniversary with Kiva was actually in February but I’m moving it to December because it’s easier to do a year end summary at the end of the calendar year than February. I have now loaned out money to hundreds of people in 48 countries. As of today, Kiva has a limit of 71 countries…
Warning High Earners! New 2026 401k Rules
If you were a “high” earner in 2025 then you definitely need to read this post! As I recently wrote, I got my new 401k setup and had everything planned out but I came across an article that said there are new 401k rules for 2026 and it said some troubling things. I asked AI…
How To Find Options Credit Collars Using Fidelity
I use a few different tools to find net credit options collars for my stock holdings or if I want to initiate a new position and as I was walking someone through this process it occurred to me that Fidelity doesn’t make this easy so here’s a step by step way to navigate to the…
Year End Portfolio Review – Income Streams
As we approach the end of the year, I’ve been looking at my income streams and it’s hard to believe that at one point in my life I had $39 in my bank account and that’s all the money I had in the world. I remember having a credit card bill due with a minimum…