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?
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
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...
Tax Scams to Watch Out For This Tax Season
Worried about tax scams? This guide reveals how to spot them, understand legit IRS communication, and safeguard your information. Learn what to watch for and protect yourself this tax season. Key Takeaways Recognize red flags of tax scams, such as aggressive...
How Flexible Spending Accounts (FSAs) Can Lower Your Taxes
The information in this article is up to date for tax year 2025 (returns filed in 2026). Flexible Spending Accounts (FSAs) let you set aside pre-tax dollars for eligible medical, dental, vision, and dependent care expenses. By contributing to an FSA, you lower your...
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