Learn about the various types of tax forms and which ones will suit your needs.

☑ Tax Form Awareness
☑ Tax System Understanding
☑ Tax Season Support

✎ Learn The Facts: There are around 15-20 common tax forms for individuals. However, the exact number can depend on each individual's unique finan...

Learn about a variety of tax filing statuses and which ones can help meet your unique needs.

☑ Filing Status Options
☑ Tax System Understanding
☑ Improved Tax Outcome

✎ Fun Fact: The IRS considers your marital status as of the last day of the tax year. This means if you get married on December ...

Gain knowledge on how to file taxes when you are self-employed.

☑ Financial Stability
☑ Improved Tax Planning
☑ Accurate Tax Calculations

✎ Learn The Facts: There are a variety of deductions that can apply to some self employed individuals depending on your work location and needs. These can in...

Gain awareness of key dates and deadlines when making your tax payments.

☑ Key Deadline Awareness
☑ Tax System Awareness
☑ Minimized Tax Penalty

✎ Fun Fact: Filing your taxes early, before the April 15th deadline, can help to prevent identity theft. If someone tries to file a return in your nam...

Learn the benefits of saving receipts and financial records to improve your tax records.

☑ Improved Financial Organization
☑ Boosted Tax Deduction
☑ Increased Savings

✎ Learn The Facts: While it is important to save receipts for 3-7 years to have an accurate financial record, when dealing with ...

Learn about tax deductions to reduce your taxable income and maximize your financial resources.

☑ Effective Tax Management
☑ Tax Law Understanding
☑ Increased Savings

✎ Learn The Facts: There are many types of tax deductions that meet certain circumstances, some of these include gambling losses...

Learn about the intricacies and necessities involved with both buying or renting a property.

☑ Enhanced Living Situation
☑ Informed Decision Making
☑ Financial Awareness

✎ Learn the Facts: There are both benefits and downsides to renting and owning properties. By analyzing your own financial an...

Learn the benefits of working with a financial advisor, and choosing one who aligns with your goals.

☑ Improved Financial Journey
☑ Informed Investment Decisions
☑ Financial Assistance

✎ Learn the Facts: Selecting a financial advisor who aligns with your needs and goals can help provide you wi...

Learn the benefits of taking out a bond, and how to learn which type of bond is right for you.

☑ Improved Investment Portfolio
☑ Tax Advantages
☑ Stability Of Income

✎ Fun Fact: Some bonds never actually mature. These are called perpetual bonds, and they pay interest forever without ever paying...

Gain an understanding of how to read your credit report and how to improve your credit score.

☑ Credit Report Literacy
☑ Improved Credit Score
☑ Boosted Financial Opportunities

✎ Learn the Facts: Small unpaid medical debts under $500 often no longer appear on credit reports from major bureaus,...

Discover effective strategies for budgeting and managing expenses for your dream wedding.

☑ Budgeting & Planning Skills
☑ Cost Management Techniques
☑ Reduced Financial Stress

✎ Learn The Facts: Weddings globally can range significantly in cost depending on cultural traditions and regional econ...

Learn effective budgeting strategies to maximize enjoyment while minimizing expenses for your next vacation.

☑ Vacation Planning Techniques
☑ Discount Optimization
☑ Reduced Financial Stress

✎ Learn The Facts: Many travelers underestimate vacation expenses, which can include not only accommodat...

Explore practical methods for budgeting and managing expenses related to caregiving responsibilities such as medical bills and home renovations.

☑ Financial Preparedness
☑ Expense Prioritization
☑ Resource Assistance

✎ Learn The Facts: The cost of caregiving can vary widely depending on factors...

Learn essential strategies for effectively budgeting and financing home renovation projects.

☑ Optimized Goals & Planning
☑ Improved Contractor Negotiation
☑ Renovation Financing Options

✎ Learn The Facts: A well-planned home renovation can potentially increase the value of your property and im...

Gain foundational knowledge of US tax policy, covering key concepts, principles, and their implications on individuals and businesses.

☑ Taxation System Awareness
☑ Improved Compliance
☑ Minimized Tax Liability

✎ Learn The Facts: The United States operates on a progressive tax system, where hig...

Learn how social security provides financial support during retirement, disability, and for survivors.

☑ Eligibility Awareness
☑ Improved Financial Literacy
☑ Maximized Benefits

✎ Learn The Facts: Social security benefits are calculated based on your highest 35 years of earnings, adjusted for i...

Learn the essentials of a 401K, including how it works, its benefits, and how to maximize your retirement savings.

☑ Maximized Savings
☑ Investment Options
☑ Boosted Tax Advantages

✎ Learn The Science: A 401K plan allows employees to contribute a portion of their pre-tax salary, which can grow ...

Learn about common financial scams targeting seniors and discover effective strategies to protect yourself from fraud and identity theft.

☑ Improved Confidence
☑ Protection Strategies
☑ Increased Awareness

✎ Learn The Science: Financial scams targeting seniors are not only prevalent but also de...

Unlock effective strategies and mindset shifts to cultivate a consistent habit of saving money, empowering you to achieve your financial goals with ease.

☑ Improved Goal Setting
☑ Positive Financial Habits
☑ Empowered Financial Planning

✎ Learn The Facts: Building a savings habit early provides...

Learn essential strategies to effectively manage healthcare expenses during retirement with these simple strategies.

☑ Improved Financial Security
☑ Boosted Healthcare Planning
☑ Reduced Healthcare Costs

✎ Learn The Facts: Regular check-ups can help prevent chronic diseases, with studies showin...

Learn effective budgeting techniques tailored specifically to manage student loan payments, empowering you to navigate post-graduation financial responsibilities with confidence.

☑ Debt Management Skills
☑ Reduced Financial Stress
☑ Empowered Financial Planning

✎ Learn The Facts: Learning effec...

Discover practical and actionable steps for students to start building their credit score in just five minutes, setting a solid financial foundation.

☑ Improved Credit Score
☑ Boosted Financial Literacy
☑ Empowered Financial Planning

✎ Learn The Facts: Establishing responsible credit habits ear...

Discover effective strategies to optimize your retirement income, ensuring financial security and peace of mind in your golden years.

☑ Improved Retirement Lifestyle
☑ Peace Of Mind
☑ Boosted Financial Security

✎ Learn The Facts: Implementing tax-efficient withdrawal strategies, such as tappin...

Gain essential insights and practical tips for transitioning to financial independence after college, empowering you to navigate the workplace with confidence and financial savvy.

☑ Improved Debt Management
☑ Budgeting Skills
☑ Strong Financial Goals

✎ Learn The Facts: 40% of young adults ages ...