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Your Tax Refund Financial Opportunities

Receiving a tax refund can be a great financial boost for many people. Once those funds come through, you’ll immediately have some extra cash to either spend or save. However, deciding how to utilize the funds can be challenging, ...

How to Successfully Handle a Tax Audit

Most people will file their tax return without any issue. But that doesn’t mean you’ll be immune to a tax audit. If you’re facing extra scrutiny with your return, then it’s important to have a plan of action. Following ...

Saving for Social Security: Your Roadmap for Each Decade

Meeting your retirement goals requires a good amount of planning, and like most things in life, the sooner we get started, the better. Whenever you reach a new decade, it’s definitely smart to hit a new checkpoint for your ...

How Your Children’s Ages Impact Your Taxes

Being able to watch your children grow up is full of twists and turns, and things can get even more fun as they become more independent and start taking on new responsibilities. Along the way, though, the journey of ...

Next Steps for a Rejected Tax Return

In any given year, approximately 90% of tax returns are filed electronically, and normally everything goes smoothly. But there are still instances when minor issues, or even major problems, can pop up.

You may have had your e-filed tax ...

Kid Tax Breaks to Claim This Summer!

You’re a busy working parent. And then summer break starts up again. You might have friends or family helping out with child care during the summer months. But this is also when we have all types of different activities ...

3 Behaviors of People Who Optimize Their Tax Situation

While taxes can seem tricky at times, there are still some easy options for individuals to consistently maximize their benefits and minimize their liabilities. A few specific behaviors can help you navigate just about any complexity with the tax ...

Quick Tips for Handling Your Tax Forms

The types of tax forms you need to file your return will arrive in your mailbox at different times. Fortunately, keeping an eye out for each one—and then managing them correctly—doesn’t need to be all that complicated!

Caregiver Tax Deduction Tips

Caring for a sick, elderly or disabled person can be challenging both emotionally and financially. You’re already dealing with daily stress. Then there’s the chance that the plans you’ve been making for your future plans will have to change, ...