taxes

New Mexico Wildfire and Wind Victims Get More Time to Pay Taxes
Tax Breaks

New Mexico Wildfire and Wind Victims Get More Time to Pay Taxes

Certain tax filing and payment deadlines are extended for residents and businesses impacted by the recent wildfires and straight-line winds in New Mex…
May 13, 2022
3 Tax-Efficient Strategies to Help Maximize Your Retirement Income
tax planning

3 Tax-Efficient Strategies to Help Maximize Your Retirement Income

Sometimes less income is a good thing! Here are three ways to help control your income in retirement and get a grip on the taxes you’ll pay.
May 13, 2022
The 10 Least Tax-Friendly States for Middle-Class Families
state tax

The 10 Least Tax-Friendly States for Middle-Class Families

It can cost you thousands of dollars each year if you fail to consider state and local taxes before moving your family from one state to another.
May 12, 2022
The 10 Most Tax-Friendly States for Middle-Class Families
state tax

The 10 Most Tax-Friendly States for Middle-Class Families

If you're thinking about changing jobs and moving to a different state, you could save big bucks by relocating to one of these states where the tax bi…
May 11, 2022
How Taxes Impact Your Wealth Gap
tax planning

How Taxes Impact Your Wealth Gap

Taxes are unavoidable, and if you look at their history, they could be on the rise soon. So, use the Internal Revenue Code to reduce your retirement w…
May 10, 2022
10 States with the Highest Gas Taxes
state tax

10 States with the Highest Gas Taxes

Inflation is hitting hard – especially at the gas pump. But crossing state lines to avoid higher gas taxes is one way to soften the blow.
May 9, 2022
Effective Tax Strategies for the Present and Future
tax planning

Effective Tax Strategies for the Present and Future

When it comes to taxes, most people are reactive rather than proactive. As a result, they’re probably paying Uncle Sam more than they need to. Here’s …
May 4, 2022
HSA Contribution Limits and Other Requirements
health savings accounts

HSA Contribution Limits and Other Requirements

Annually adjusted contribution limits and other requirements must be met if you're covering health care costs with a Health Savings Account.
April 29, 2022
HSA Contribution Limits for 2023 Are Out
health savings accounts

HSA Contribution Limits for 2023 Are Out

The IRS released the contribution limits, annual deductibles for health plans, and out-of-pocket expense limits for 2023 health savings accounts.
April 29, 2022
What's the Standard Deduction for 2022 vs. 2021?
Tax Breaks

What's the Standard Deduction for 2022 vs. 2021?

If you're planning ahead for next year's tax return, see if your 2022 standard deduction will be higher than it was for 2021.
April 28, 2022
How Your Retirement Savings and Income Are Taxed
tax planning

How Your Retirement Savings and Income Are Taxed

From 401(k)s (fully taxed!) to Social Security (partially taxed) to Roth IRAs (tax free!) – it’s good to know what kind of tax bills you’ll face in th…
April 28, 2022
Net Unrealized Appreciation: A Hidden Tax Strategy
tax planning

Net Unrealized Appreciation: A Hidden Tax Strategy

It’s common knowledge that retirement income is subject to taxation. What’s not as well known is that some of that income is subject to a lower tax ra…
April 26, 2022
How Proactive Tax Planning Can Rescue Your Retirement
tax planning

How Proactive Tax Planning Can Rescue Your Retirement

Unless you plan ahead, your retirement savings could be a tax time bomb. Here are some strategies to help defuse it.
April 23, 2022
7 Money-Smart Ways to Spend Your Tax Refund
Tax Breaks

7 Money-Smart Ways to Spend Your Tax Refund

Nearly 60% of taxpayers expect a refund this year, and many will receive a larger amount.
April 22, 2022
Penalties for Filing Your Tax Return Late
tax deadline

Penalties for Filing Your Tax Return Late

Stiff penalties await those who didn't file their return (or pay any tax owed) by the tax filing deadline.
April 20, 2022
What Happens if You Missed the Tax Deadline?
tax deadline

What Happens if You Missed the Tax Deadline?

If you owe Uncle Sam money, filing your tax return late (or never) can cost you big bucks.
April 20, 2022
Need More Time to File Your Taxes? Here's How to Get an Extension
tax deadline

Need More Time to File Your Taxes? Here's How to Get an Extension

If you can't wrap up your federal tax return by the annual deadline, it's easy to buy yourself more time by filing a tax extension.
April 20, 2022
Decoding ESG Investing with Ellen Kennedy
Becoming an Investor

Decoding ESG Investing with Ellen Kennedy

Environmental, social and governance investing is simpler than it sounds, and has a profitable track record to boot.
April 19, 2022
Retirees: Here’s How to Pay for 5 Common Expenses and Cut Your Taxes While Doing It
tax planning

Retirees: Here’s How to Pay for 5 Common Expenses and Cut Your Taxes While Doing It

With tax planning still fresh on the minds of many retirees following the tax deadline, here are five tax-savvy ways to pay for expenses throughout th…
April 19, 2022
10 Tax Deadlines for April 18 (Today is Not Just the Due Date for Your Tax Return)
tax deadline

10 Tax Deadlines for April 18 (Today is Not Just the Due Date for Your Tax Return)

Between requesting a tax extension, making IRA or HSA contributions, and meeting other tax deadlines, there's more to do today than just filing your f…
April 18, 2022
Top Off Your HSA Today and Lower Your Tax Bill (While There's Still Time)
Tax Breaks

Top Off Your HSA Today and Lower Your Tax Bill (While There's Still Time)

If you haven't already contributed the full amount to your HSA for 2021, today is the last day to do so and reduce your taxes at the same time.
April 18, 2022
What Time is the Tax Deadline Today?
tax deadline

What Time is the Tax Deadline Today?

If you're waiting until the last possible minute to file your tax return, you should at least know how much time you have.
April 18, 2022
Child Tax Credit FAQs for Your 2021 Tax Return
Tax Breaks

Child Tax Credit FAQs for Your 2021 Tax Return

As the April 18 tax filing deadline looms, parents have lots of questions about how to report the child tax credit and last year's monthly payments on…
April 14, 2022
2021 Tax Returns: What's New on the 1040 Form This Year
tax filing

2021 Tax Returns: What's New on the 1040 Form This Year

If you're a last-minute filer, familiarize yourself with potential changes for your 2021 tax return before tackling your 1040.
April 14, 2022
Is Your Stimulus Check Taxable?
taxable income

Is Your Stimulus Check Taxable?

You may be wondering if you have to pay taxes on your third stimulus check. The answer may surprise you.
April 14, 2022
Stimulus Check Money is Still Available…But You Must File a Tax Return to Get It
Tax Breaks

Stimulus Check Money is Still Available…But You Must File a Tax Return to Get It

If you didn't get a third stimulus check last year – or you didn't get the full amount – you may be able to cash in when you file your tax return this…
April 14, 2022