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10 Tax Hacks for Your Busy Life
Simple #lifehacks to get yourself organized for annual tax prep
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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.
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What Is Passive Investing?
A brief history of passive investing, why it works, and how it stacks up against alternatives
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Tax Loss Harvesting
Tax loss harvesting – what it is, how it works, and how to apply it to your portfolio to maximize your savings
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What Are Required Minimum Distributions (RMDs)?
What is a required minimum distribution and how can this caveat help you save more for retirement?
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HSA vs. FSA
The complete guide to the difference between a health savings account (HSA) and a flex spending account (FSA)
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What to Ask a CPA
The complete guide to your first meeting with a CPA or tax professional—and how to find one!
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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
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Year-End Tax Planning Tips
End-of-Year Tax Tips to Save Money and Make Filing Your Taxes a Breeze
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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