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5 min read
10 Tax Hacks for Your Busy Life
Simple #lifehacks to get yourself organized for annual tax prep
5 min read
Money Management for Gig Workers
Tips for freelancers and entrepreneurs to secure financial stability—what to know, what to do, how to do it, and what to avoid.
4 min read
What Is Passive Investing?
A brief history of passive investing, why it works, and how it stacks up against alternatives
4 min read
Tax Loss Harvesting
Tax loss harvesting – what it is, how it works, and how to apply it to your portfolio to maximize your savings
4 min read
What Are Required Minimum Distributions (RMDs)?
What is a required minimum distribution and how can this caveat help you save more for retirement?
4 min read
HSA vs. FSA
The complete guide to the difference between a health savings account (HSA) and a flex spending account (FSA)
5 min read
What to Ask a CPA
The complete guide to your first meeting with a CPA or tax professional—and how to find one!
4 min read
5 Tools for DIY Taxes
We've rounded up the best 5 apps, platforms and tools for tax prep to make this tax season a breeze
4 min read
Year-End Tax Planning Tips
End-of-Year Tax Tips to Save Money and Make Filing Your Taxes a Breeze
4 min read
When to Consider a CPA?
How to know when hiring a CPA is the right decision—and worth the money—for you and your financial situation