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10 Tax Hacks for Your Busy Life
Simple #lifehacks to get yourself organized for annual tax prep


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.


What Is Passive Investing?
A brief history of passive investing, why it works, and how it stacks up against alternatives


Tax Loss Harvesting
Tax loss harvesting – what it is, how it works, and how to apply it to your portfolio to maximize your savings


What Are Required Minimum Distributions (RMDs)?
What is a required minimum distribution and how can this caveat help you save more for retirement?


HSA vs. FSA
The complete guide to the difference between a health savings account (HSA) and a flex spending account (FSA)


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


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


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
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