taxes
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10 Best High-Yield Savings Accounts to Grow Your Tax Refund
If you're getting a tax refund this year and want to grow it, here are the best high-yield savings accounts to make it happen.
By Sean Jackson Published
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TurboTax Review: Features, Pricing and Filing Options
Is TurboTax worth it in 2025? Explore the pros, cons, pricing tiers and standout features of this popular tax software to see if it fits your filing needs.
By Carla Ayers Published
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Are Scholarships Always Tax-Free? What You Need to Know
Education Scholarships are generally tax-free if certain IRS and other requirements are met.
By Kelley R. Taylor Last updated
Education -
20 Ways to Clean Up Your Finances This Spring
Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?
By Lisa Gerstner Published
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How Roth Accounts Can Ease Your Tax Burden in Retirement
Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you love.
By Jim Hanna Published
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Are You a High Earner But Still Broke? Five Fixes for That
If you're a HENRY (a higher earner, not rich yet) but feel like you still live paycheck to paycheck, there are steps you can take to get control of your financial future.
By Mallon FitzPatrick, CFP®, AEP®, CLU® Published
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Tax Diversification: Smart Ways to Help Preserve Your Nest Egg
A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your savings now could be the answer.
By Nicholas Shaheen, CFP®, CIMA® Published
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State Tax Changes for 2025: Key Reforms and What They Mean for Your Finances
State Taxes It’s important to stay informed of state tax changes that can impact your budget.
By Kelley R. Taylor Last updated
State Taxes -
Kick the IRS to the Curb in Retirement
That 401(k) or traditional IRA you've filled with your hard-earned money could turn into a tax bomb. Before it blows, see if a Roth could help rescue you.
By Scott Mallernee, CRPC® Published