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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!


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


How to Build a 5-Year Financial Plan
Advice for creating a five-year financial plan specific to your life, goals, and financial situation


New Year, New Financial Goals
Easy financial wellness tips and guidance to ring in the New Year on the right—financial—foot


Year-End Tax Planning Tips
End-of-Year Tax Tips to Save Money and Make Filing Your Taxes a Breeze


DIY Gift Ideas on a Budget
Fun and easy DIY holiday gift ideas for when you’re on a budget


Holiday Budget Tips
Easy, money-saving tips to show your loved ones you care during the holidays Snow is falling, holiday music blares through the radio,...


How to Save for a Big Purchase
How to make a big purchase without breaking the bank


What's a Meme Stock?
What you need to know about meme stocks and meme coins


Budgeting for your Kids' College
A complete guide to budgeting for college, 529 college savings plans and investment ideas


Thanksgiving Budgeting Tips
Easy holiday tips to enjoy your turkey and time with friends and family—and not break the bank


What is a HELOC?
Everything you need to know about a Home Equity Line of Credit


Buying or Leasing a Car?
Your guide to deciding if it’s better to buy or lease at the dealership


How Much Car Can (Should!) I Afford?
A simple and straight-forward guide to figuring out how expensive of a car you should buy or lease on your budget


What is cryptocurrency?
A deep dive into the basics of crypto and what to do with it


Helping Aging Parents with Money
Tips to help your aging parents with their finances, from estate planning to wills to investments


How Much Cash Do You Need?
Guide to determine how much cash you should keep on hand—and when you should consider putting it in the market


How to Start Investing
Easy tips and approachable suggestions to kickstart your investment portfolio at any age


Passive vs. Active Investing
Guideline for which investing route is right for you, your risk tolerance and your preferences


What to Do When You Don't Have a 401(k)
Retirement planning tips for when your employer doesn't offer a 401(k), 403(b) or 457 retirement savings plan
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