Solutions to Make Better Decisions with Your Taxes and Money

4 Ways to Manage Old Employer-Sponsored Retirement Plans

If you’re like most Americans, you’ve changed employers a few times throughout your working career. In fact, the average person switches jobs 12 times during his or her lifetime! While job hopping can get you a variety of experience, it can also create some complexity managing your finances – specifically when it comes to the […]

Keep More of Your Money: Adjust Your Tax Withholdings

Every year millions of Americans jump for joy when they receive their tax refund from Uncle Sam. And, rightfully so. There’s nothing better than feeling a bit more financially secure when you see that “extra” cash hit your bank account. But, what you may not realize is that “extra” money was already yours to begin […]

The IRS Wants to Know About All March Bracket Winnings

The break room at work is abuzz with talk about basketball tournaments, teams and players. It seems everyone is anxiously awaiting the chance to be crowned tournament bracket champion. But, while you’re busy streaming the games and focused on which team is advancing, remember someone else wants to share in your earnings should you win […]

Spring Clean Your Finances and Reach Your Money Goals

As the itch to shake off the winter doldrums sets in, you’re likely ready to jump head first into spring cleaning. But, while you are busy purging closets and cleaning out drawers this spring, it’s important to remember your finances may need a little sprucing as well. With the tax filing deadline past us, this […]

Alternative Tax Fact #6: At H&R Block, pay more for what’s yours

There are a lot of things in life that should be free but aren’t. For example, free chips and salsa at a Mexican restaurant has always been nice perk, but unfortunately, many chains now charge for the tasty appetizer. Or what about filling your tires with air when you fill up your gas tank?  It […]

Alternative Tax Fact #5: When H&R Block More Zero Gets More Expensive

Offers for “free” online tax filing are everywhere. The problem is many of those free offers don’t make it clear that you’ll pay a fee for features you might think are included. Take H&R Block’s More Zero, for example.

Alternative Tax Fact #4: At TurboTax, free can come at a price

“Bargain” airlines might save you money on a ticket, sure, but once you’re on board you’ll pay for your bag, your seat, even water. You know, all the stuff you think should be included at the original price. It’s the same drill with TurboTax. AbsoluteZero is free, sure, but once you get in there, TurboTax […]

What It Really Means to Get a Tax Refund

A common nickname for tax season is “refund season.” And that means tax filers like you are barraged with messages about getting your “maximum refund.” Many of those messages come from tax software companies and even tax preparation store fronts. It’s certainly not new – the tax industry has been telling the “maximum refund” story for decades.