Woman using a calendar on a laptop
14 Money Dates and Deadlines in December 2023

on November 30, 2023

Mark your calendar now so you don’t risk a fine or miss an opportunity to save.

The Right Advisor Can Double Your Retirement Savings: 4 Tips to Find One
The Right Advisor Can Double Your Retirement Savings: 4 Tips to Find One

on November 29, 2023

Looking for an advisor who will really help grow your nest egg? New research shows the right pro could double your retirement savings. Here’s how you find them.

Smart investor holding cash
How to Position Your Investment Portfolio for Tax Advantages

on November 29, 2023

Here’s how to plot a strategic course for your assets and taxes.

A federal income tax return with the filing status of married filing jointly
8 Benefits of Filing a Joint Tax Return

on November 28, 2023

If you’re married, you’ll need to decide how to file your taxes. Here’s why filing together might mean a larger refund.

Newly married couple dancing at their wedding
3 Circumstances in Which Marriage Could Hurt Your Finances

on November 27, 2023

In these cases, getting hitched could make your financial — and health — matters harder.

young woman doing taxes
9 Ways To Cut Your 2023 Taxes (If You Act Fast)

on November 23, 2023

Pass up these opportunities, and you might regret it come April.

investment advice
12 Key Year-End Tax Planning Strategies

on November 20, 2023

Follow these tips to put yourself in great shape for filing your taxes.

IRS building
IRS Penalty for Underpaying Personal Taxes to Remain at 8%

and on November 20, 2023

The good news is that interest rates won’t rise for the new year. The bad news is that they are still steep.

Woman relaxing outside her home
10 States That Have Lowered Property Taxes in 2023

and on November 17, 2023

Homeowners, rejoice: Property tax relief is already underway in these states.

Couple discussing finances
Make Sure You Understand This Crucial Tax Acronym

on November 13, 2023

You must know what this is and how it plays a pivotal role in your taxes.

Happy woman hugging a large piggy bank
IRS Increases Tax Breaks for Gifts, Estates and Capital Gains

on November 10, 2023

These changes mostly affect wealthy taxpayers, but some middle-class folks also likely will benefit.

Form 1040 federal income tax return
Here’s Your New Standard Deduction and Tax Rate for 2024

on November 10, 2023

The popular federal tax break as well as the income tax brackets are increasing again.

Home office shed
Can I Deduct That Home Office Shed in My Backyard?

on November 8, 2023

Could a backyard home office shed be your key to a lower federal income tax bill?

Rich person working on a yacht
8 Tax Tricks and Tactics Used by the Rich

on November 6, 2023

Learn the tips and tricks that might help you save on your taxes just like the wealthy.

Woman working on her finances
This Overlooked Retirement Tax Credit Gets Better in 2024

on November 3, 2023

Income limits for this little-known tax break are rising. Find out if you will qualify for it.

Happy woman at home wearing an orange sweater and drinking hot coffee relaxing and feeling cozy
9 Money Moves To Prioritize This Fall

on November 2, 2023

Now is the time to fix what’s wrong, build stronger finances and avoid dragging any bad habits into the coming new year.

The Ultimate Guide to Roth Retirement Accounts: Why You Need One Now
The Ultimate Guide to Roth Retirement Accounts: Why You Need One Now

on October 21, 2023

What’s better than retirement income? Tax-free retirement income. A Roth can help you get it.

Senior couple doing taxes
9 Income Tax Breaks That Retirees Often Overlook

on October 19, 2023

Did you realize all these tax credits and deductions exist — or that they apply to retirees?

Businessman or government official handing out money in $100 bills
3 States Giving Out Stimulus-Style Tax Rebates This Fall

on October 18, 2023

States are sending payments to help residents deal with inflation and the lingering impact of the pandemic.

Confused homeowner
15 Cities With the Highest Property Taxes

on October 17, 2023

These metro areas are where homeowners face the highest property taxes in America.

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