How To Get A Big Tax Refund

How To Get A Big Tax Refund

The information in this article is up to date for tax year 2025 (returns filed in 2026). For most people, the highlight of doing their taxes is getting a big fat refund. This is money that can be used to pay off debt, boost your savings or treat yourself to something...
9 Ways to Maximize Your Tax Refund

9 Ways to Maximize Your Tax Refund

The information in this article is up to date for tax year 2025 (returns filed in 2026). Wondering how to get a bigger tax refund? You’re not alone! Knowing how to maximize your tax return is key to keeping more money in your pocket. One of the best ways to achieve...
What Makes ETFs Tax-Efficient?

What Makes ETFs Tax-Efficient?

Whether you’re an investment expert or you’re new to the practice of investing, it’s important to consider the tax implications of your investments. ETF tax efficiency can be very high, which makes them a fantastic product to include in your portfolio. Are you...
Year-End IRA Reminders

Year-End IRA Reminders

The information in this article is up to date for tax year 2025 (returns filed in 2026). As the year comes to a close, it’s the perfect time to review your IRA contributions and retirement savings strategy. Making sure you’ve maxed out your Traditional IRA or Roth IRA...