The Numbers Say You Owe Taxes: What to Do Next
The information in this article is up to date for tax year 2024 (returns filed in 2025). You've worked hard on your tax return. Maybe you even swore a few times during the process. But after crunching the numbers, you're met with a shocking reality: you owe taxes instead of...
Income Tax Withholding and Estimated Tax Payments
The information in this article is up to date for tax year 2024 (returns filed in 2025). Didn’t ask your employer to withhold enough taxes? You may have a tax liability on your hands due to insufficient federal tax withholding. A tax filer can end up paying more than what’s withheld...
What is Adjusted Gross Income (AGI)?
The information in this article is up to date for tax year 2024 (returns filed in 2025). Adjusted gross income (AGI) impacts your eligibility for specific deductions, credits, and programs, and helps determine your overall tax liability. Here's a quick breakdown of what AGI is, how...
What Makes ETFs Tax-Efficient?
The information in this article is up to date for tax year 2024 (returns filed in 2025). Whether you’re an investment expert or you’re new to the practice of investing, it’s important to consider the tax implications of your investments. ETF tax efficiency can be very high, which...
How to Get a Bigger Tax Refund with No Dependents
The information in this article is up to date for tax year 2024 (returns filed in 2025). Want to know how to get a bigger tax refund with no dependents? Even without dependents, you can increase your refund by using smart strategies. This guide will show you how to maximize...
Do I Have to File a Tax Return?
The information in this article is up to date for tax year 2024 (returns filed in 2025). Taxes often get a bad rap, with many people thinking of them as a complicated, unavoidable chore. But the truth is, not everyone needs to file! If you’re wondering, “Do I have to file taxes?”,...
Tax Tips for Newly Married Couples
The information in this article is up to date for tax year 2024 (returns filed in 2025). Going from a single person to married couple changes your life dramatically. It affects your living situation, finances and even your taxes. If you were married by December 31st, for...
Important Things to Keep in Mind When Doing Your Own Taxes
The information in this article is up to date for tax year 2024 (returns filed in 2025). It's time to tackle your taxes. The sooner you file, the quicker you can receive your tax refund. Additionally, filing early reduces the risk of identity theft and fraudulent returns. Here are 5...
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