Tag: retirement
Can a small business get a tax refund?
Written by: Aisha I. Jefferson
The benefit of getting a tax refund is pretty clear for most business owners — it means money that can be tucked into savings or reinvested …
How to start investing: A guide for women
Written by: Emma Johnson
I am on a personal mission to get women to save and invest more. There are some fascinating studies that find that women are actually better at investing …
8 financial concepts to master before you start investing
Written by: Kate Ashford
If you think investing is a daunting topic — especially when you’re just getting started — you’re not the only one. About 60% of adults say investing in …
How to address your 5 biggest retirement concerns
Written by: Peter Neeves
Approaching retirement can be a scary time. There are major decisions to make. You need to decide when to collect Social Security. You need to determine a …
5 things you shouldn’t do with your tax refund (& 10 you should)
Written by: Laura Woods
Tax season is upon us, meaning a refund might be headed your way. No doubt you’re excited by the idea of a cash influx, but this …
How a cruise can help (or hurt) your budget
Written by: Mia Taylor
The number of vacationers hopping aboard a cruise has increased steadily. In 2019 alone, 30 million people are expected to go on cruises, almost double the …
Why do moms still feel guilty about working?
Written by: Emma Johnson
Working mom guilt is a powerful, negative force that is as dated as it is prevalent. I have written on this topic extensively through my blog, …
6 ways to boost your tax refund
Written by: Brian Acton
If you’re worried you won’t be getting a big tax refund, you’re not alone. According to the IRS, the average size of tax refunds is down …
5 things to know about using a Roth IRA as an emergency fund
Written by: Sarah Sharkey
Emergencies happen to everyone. Unless you are living under a very lucky star, you will likely encounter a major financial emergency at some point in your …
4 ways to finance a home improvement project
Written by: Neal Frankle
The best way to finance a home improvement project is not to do one. That’s because the cost of these jobs almost always outstrips the value they add …
Pay off student loans or invest? 6 questions to help you decide
Written by: Miranda Marquit
With millions of Americans dealing with more than $1.5 trillion in outstanding student loan debt, it’s no surprise that many young workers are stressed about their debt …
Why you may be getting a smaller tax refund this year
Written by: Hanna Horvath
Filing your taxes is not fun — in fact, it can be pretty painful. This year may be more painful than others. Across the country, Americans …
Married filing separately: Pros & cons of this little-noticed filing status
Written by: Kevin Mercadante
Are you married? Or thinking about it? Wondering what the difference is between the tax filing statuses Married Filing Jointly vs. Married Filing Separately? I know I …
Cities where retirement-age Americans carry the most & least debt
Written by: Elyssa Kirkham
While retirement is a life stage most Americans plan for, many aren’t financially prepared for this step. One common obstacle to a sound retirement plan is …
Here’s how to never run out of money
Written by: Neal Frankle
Most people I meet don’t really care about acquiring great wealth. But everyone wants to make sure they never run out of money. If that resonates with …
Here are 6 smart ways to spend your tax refund
Written by: Mia Taylor
Tax season has officially begun. January 28 was the first day taxpayers could start filing returns, both paper and electronic. If you haven’t done this yet, …
7 essential Monday money moves
Written by: Jeanine Skowronski
Didn’t get your new year off to a great start? Don’t worry. There’s always Monday. The start of a new week is a popular time to …
A first-timer’s guide to filing taxes
Written by: Matt Becker
Filing taxes can be intimidating no matter how many times you’ve done it, but it can be especially challenging if it’s your first time. What documents …
6 ways to spend your Lunar New Year money
Written by: Mia Taylor
The annual celebration of Lunar New Year includes sumptuous feasts, festive dragon and lion dances and the all-important gifting of red envelopes filled with money. Symbols …
7 signs you need a pro to do your taxes
Written by: Jamie Friedlander
Completing one’s annual tax return can be a fairly straightforward process. You simply get your W-2 or 1099 forms and other necessary documents in the mail or online, …
