Financial Finesse Blog
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If You Aren’t Ready to Prepare Your Taxes, File an Extension
If you can't file your taxes by April 15th, you can file for an automatic extension ...
What To Do If Brokerage Firms Don’t Report Wash Sales for RSUs
The amount of data that flows through the services of large record-keeping institutions is mind-blowing. But, as much as we ...
Working In The U.S. Temporarily? Here’s What You Need To Know About Retirement
We get many retirement benefits questions on our financial coaching line from professionals working in the United States but plan ...
How to Invest in a Taxable Account
Investing in your retirement account can be quite different from investing in a taxable account. Here are some options to ...
5 Estate Planning Steps Literally Everyone Needs To Take
You may be thinking that you do not have the need for an estate plan or at least there is ...
Be A Tax Savvy Investor
Take advantage of long-term capital gains rates Hold stocks and mutual funds for more than twelve months to have your ...
How To Find The Right Tax Professional For Your Needs
There are lots of reasons to consider outsourcing the preparation of your income taxes to a pro, whether you just ...
Commonly Used Tax Deductions
Income taxes are one of our largest expenses. They can also become one of our biggest financial planning stressors. While ...
How To Tackle Tax Season
When the tax deadline approaches, it can be stressful, especially if you are unsure if you have to pay the ...
Financial Rules of Thumb: The 50-30-20 Rule
One way to measure whether or not a particular expense or goal fits into your spending plan is to measure ...
Financial Wellness or Cash Flow Band-Aid?
Abstract: This white paper explores the impact upon the overall financial wellness of workers when using various financial point solution ...