Inspiration and advice on leveling up your moves.

Year-end tax moves from a financial planner

The end of the year is a busy time, but it's also an excellent opportunity to make some final tax moves that can save you money. Here are a few tips from a financial planner on how to get the most out of the last month of tax season.

Alternative Holiday Gifting Ideas

Alternative Holiday Gifting Ideas

I want to improve my finances, where should I start?

I want to improve my finances, where should I start?

Ask a Certified Financial Planner: Taxes

Ask a Certified Financial Planner: Taxes

Do You Need A Revocable Living Trust? Here are 3 Reasons to Consider One

Do You Need A Revocable Living Trust? Here are 3 Reasons to Consider One

Pay yourself first - the 80/20 budget

Pay yourself first - the 80/20 budget

Can I afford to take a sabbatical?

Can I afford to take a sabbatical?

How can I be smart when giving to charity?

How can I be smart when giving to charity?

What should I know about Alternative Minimum Tax (AMT)?

What should I know about Alternative Minimum Tax (AMT)?

How can I buy an investment property?

How can I buy an investment property?

How do I combine finances with my partner?

How do I combine finances with my partner?

I'm changing jobs. What financial moves should I make?

I'm changing jobs. What financial moves should I make?

How should we redefine financial advice in 2022?

How should we redefine financial advice in 2022?

Should I pay down debt, save, or invest?

Should I pay down debt, save, or invest?

How should I be thinking about a modern investment philosophy?

How should I be thinking about a modern investment philosophy?

Home Buying Series - Part III: What's the process?

Home Buying Series - Part III: What's the process?

Home Buying Series - Part II: What can I afford?

Home Buying Series - Part II: What can I afford?

Home Buying Series - Part I: Should I rent or buy?

Home Buying Series - Part I: Should I rent or buy?

How can I set up my child for financial success?

How can I set up my child for financial success?

What is my credit score and how can I improve it?

What is my credit score and how can I improve it?

What can we learn from recessions in recent memory?

What can we learn from recessions in recent memory?

How should I prepare for a potential recession?

How should I prepare for a potential recession?

My company gave me stock options. How do they work?

My company gave me stock options. How do they work?

What does F.I.R.E. mean for your retirement?

What does F.I.R.E. mean for your retirement?

What is tax-loss harvesting, and how does it work?

What is tax-loss harvesting, and how does it work?

What is your investment risk profile, and what does it mean?

What are the top 5 mistakes when creating a budget?

What are the top 5 mistakes when creating a budget?

Is it possible to set up your Robinhood account to lower your trading taxes?

Is it possible to set up your Robinhood account to lower your trading taxes?

How does your net worth stack up against your peers?

How does your net worth stack up against your peers?

What are the top 4 financial goals for millennials?

What are the top 4 financial goals for millennials?

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