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Recent Articles

How to Spend, Save, or Stretch Your Tax Refund
Looking forward to a large refund? That might mean your withholding is too high. Read more…

Year-Round Financial Tips to Make Taxes a Breeze
You might normally only think about tax preparation as the filing deadline approaches, but making it part of your year-round money management strategy has some major benefits. Not only does it prevent the tax season stress, but it keeps finances at the front of your mind all year, which can benefit your overall financial health. Not sure where to start? Try these tips to transition from a “tax season” mindset to a “tax year” approach and save yourself some sleepless nights. Read more…

What is Tax Lien Investing?
If you're a new investor, it pays to explore all of your options. Learn how investing in a tax lien works, how this process is carried out, and what kind of returns it might provide. Read more…

Guide to Investment Bonds and Taxes
For new investors, it can be hard to determine your tax liabilities from your investments. Reading up on the available types of bonds and their tax consequences can help you make informed decisions on your investments and how they are taxed. Read more…

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