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Tag: taxes

86 results found
article

Why You Shouldn’t Focus on Your Effective Tax Rate

Updated: June 18, 2025

In this highlight, we discuss why you shouldn’t focus on your effective tax rate and how you should approach this…

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article

6 Tax Credits and Deductions That Not Everyone Knows About

Updated: June 20, 2025

While tax season is over for most of us, it is never too early to start thinking about next year.…

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article

How to Save Thousands of Dollars in Taxes in 2024

Updated: November 7, 2023

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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episode

How to Save Thousands of Dollars in Taxes in 2024

Updated: May 15, 2025

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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article

The 3 Bucket Strategy: How Much Should You Invest in Each Bucket?

Updated: June 18, 2025

When it comes to the three tax buckets, is there an ideal ratio of Roth, traditional, and after-tax brokerage accounts?…

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article

The IRS Just Announced 2023 Tax Changes!

Updated: June 20, 2025

This article was originally published in November of 2022. Not everyone gets excited about annual IRS inflation adjustments, but there…

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article

TurboTax vs Hiring a CPA: Which Should You Choose?

Updated: June 18, 2025

When do you know it’s time to hire a CPA to do your taxes? In this highlight, Brian and Bo…

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episode

Financial Planning 101 (By Age) 2023 Edition

Updated: June 18, 2025

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this…

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article

Are Target Date Retirement Funds Still a Smart Investment?

Updated: June 20, 2025

Target date retirement funds, in particular target date index funds, can be a great set-it-and-forget-it investment option for younger investors…

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article

How to Save Money on Taxes

Updated: November 7, 2023

Taxes are an unavoidable part of life, but there are ways to lower your tax burden. In 2020, there was…

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