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in America 2022 Report

FEELING TAXED?

Many Americans are unsure of what to expect for retirement taxes ...
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Everyday Wealth in America 2022 Report

What does it mean to be “wealthy”? The definition depends on many variables ...
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Recession or recession-ish? Bear markets or bear-ish?

4 min 22 sec

The true definition of a recession is technically two back-to back quarters of gross ...
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Home > Education > Tax & Finance

Tax & Finance

Should you hire a tax preparer? Is it better to save money or pay off your debt? Why is getting a tax refund a bad thing? Get expert tips and a fresh outlook on these and many other topics.

Tax Planning & Advisors College Planning Credit & Debt

Tax Planning & Advisors

FEELING TAXED?

Tax Planning & Advisors

Determining your tax filing status after the death of a spouse

College PlanningTax Planning & Advisors

Are 529 contributions tax deductible?

Tax Planning & Advisors

8 tips for choosing a tax preparer

Tax Planning & Advisors

Tax saving strategies you can employ all year

College Planning

College PlanningTax Planning & Advisors

Are 529 contributions tax deductible?

Credit & Debt

The benefits of tax-loss harvesting

Credit & Debt

Behavioral finance: Keeping emotions separate from investing

Credit & Debt

Lending money to family or friends

Credit & Debt

Don't fall into the trap of using mental accounting