What is Adjusted Gross Income (AGI)?

What is Adjusted Gross Income (AGI)?

The information in this article is up to date for tax year 2024 (returns filed in 2025). Adjusted gross income (AGI) impacts your eligibility for specific deductions, credits, and programs, and helps determine your overall tax liability. Here’s a quick breakdown...
What Makes ETFs Tax-Efficient?

What Makes ETFs Tax-Efficient?

The information in this article is up to date for tax year 2024 (returns filed in 2025). 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...
Do I Have to File a Tax Return?

Do I Have to File a Tax Return?

The information in this article is up to date for tax year 2024 (returns filed in 2025). Taxes often get a bad rap, with many people thinking of them as a complicated, unavoidable chore. But the truth is, not everyone needs to file! If you’re wondering, “Do I have to...
Tax Tips for Newly Married Couples

Tax Tips for Newly Married Couples

The information in this article is up to date for tax year 2024 (returns filed in 2025). Going from a single person to married couple changes your life dramatically.  It affects your living situation, finances and even your taxes.  If you were married by...