Financial Planning

When did you first learn about money, and what were those lessons like? Your memories might include your first piggy bank or an allowance, conversations about saving and spending with your parents, or observing the adults in your life making their own financial decisions. 

Setting your hours and making money on your terms are some of the highlights of being a freelancer. But the benefits of being your own boss come with added pressures and responsibilities. Tracking expenses, managing invoices, measuring profitability, and preparing for tax season are just a few of the accounting concerns that freelancers need to […]

While most people assume it costs money to file your taxes, you don’t have to pay to file. You may find it easier if you do. There are several ways to file your taxes for free. However, taxes are complicated, and the more complex your return is, the harder it will be to find a […]

Updated April 14, 2023 Hiring a tax preparer is a great way to make sure your taxes are accurate. Or is it? According to recent surveys by NerdWallet and GoBankingRates, a third of Americans hire someone to do their taxes. However, more than two-thirds admit to not asking for the preparer’s credentials or if they […]

Most people dread tax season because filling out tax forms is a hassle. Also, if you make a mistake on your taxes, there are serious consequences. The only thing worse than doing taxes is having your taxes audited for errors. But as scary as taxes may seem, for most people, they are relatively straightforward. Take […]

The IRS begins accepting tax returns the second week of February, which means it’s time to get started on your taxes! Every year more tax prep software options promise to help you save money and time. Does tax prep software make completing your taxes easier? Are paid versions worth it?

There are plenty of books, radio programs, podcasts and TV shows that offer advice on how to achieve “financial freedom.” It sounds nice in theory, but it’s a difficult term to define. One person might imagine financial freedom as living a lavish, millionaire lifestyle, while another may consider not living paycheck-to-paycheck to be enough. If […]

Look around your house; how long does it take you to spot something you bought on an impulse? For most of us, it doesn’t take more than a few seconds. Impulse buys are any type of unplanned purchase, and it’s more common than you think.

We know that frequent use of social media can profoundly impact how we feel about ourselves, but what about our wallets? A growing body of research shows that it is not a question of whether social media influences our spending habits, but how and at what cost?

Do you aspire to a debt-free lifestyle? These debt-free influencers did, but to get there, they had to adopt new habits and tackle their debt for good. In addition to sharing the amount and type they’ve overcome, they gave us their top tips for saving money and paying down student loans, credit card debt, personal […]