Understand various types of investment income to help you choose which are a good fit for you.

☑ Investment Income Awareness
☑ Boosted Tax Efficiency
☑ Dividend & Interest Payment Awareness

✎ Pro Tip: If you invest in projects through crowdfunding, any profit or you earn have the potential to b...

Learn the difference between capital gains and losses, and how they impact your investment portfolio.

☑ Improved Investment Strategies
☑ Asset Management Skills
☑ Boosted Financial Planning

✎ Learn The Facts: Capital assets include property such as your home or car, along with stocks, bonds, an...

Boost your investment portfolio by investing in diverse assets.

☑ Boosted Investment Portfolio
☑ Improved Investment Understanding
☑ New Financial Goals

✎ Learn The Facts: Many investment companies will help to show clients some potential options for them by creating model portfolios that are c...

Gain an understanding of what tax withholdings are in order to prepare for tax season.

☑ Informed Financial Decisions
☑ Corrected Tax Withholding
☑ Improved Tax Calculations

✎ Learn The Facts: Going through life changes such as marriage, parenthood, or becoming a homeowner can have an impact on...

Feel more confident filing your taxes by learning about various tax platforms and methods.

☑ Tax Filing Methods
☑ Increased Financial Confidence
☑ Tax Platform Awareness

✎ Learn The Facts: There are various platforms that can assist with your tax planning needs. For example, over the phone the...

Gain an understanding of various types of income, and whether or not they are taxable.

☑ Boosted Financial Planning
☑ Accurate Tax Filing
☑ Improved Tax Savings

✎ Fun Fact: Taxes on gifts are typically the responsibility of the giver, not the recipient. If someone gives a financial gift that is...

Learn about types of tax deductions and how they can impact your tax returns.

☑ Tax Deduction Fundamentals
☑ Improved Tax Filing
☑ Tax System Awareness

✎ Learn The Facts: Some common situations in which itemizing can be more beneficial include: if you have experienced both significant gambling ...

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 ...