tax
Chase Freedom & Freedom Flex Q4 2021 Categories: PayPal & Walmart
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Chase has released the 5x categories for the fourth quarter of 2021 on the Freedom and Freedom Flex cards: PayPal Walmart I love the PayPal category since it’s pretty easy to use at thousands of online merchants, tax payments, charities, etc. Should work in conjunction with PayPal Key as well. These categories will go live […]
How Does Tuition Reimbursement Work?
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woman studying and at work

If you’re working and want to continue school but aren’t sure how to fund it, your employer may offer assistance. Tuition reimbursement programs are offered by many companies. While each company has their own specific requirements, tuition reimbursement is when an employer pays for a portion of an employee’s continuing education costs. Some employers may […]

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Inground Pool Financing: Installation Costs & More
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Few things in life are as refreshing as a cool dip in a sparkling pool on a hot day, and rather than pay to use a community pool, wouldn’t it be nice to have one in your own backyard? If you’ve been thinking about building an inground pool, there are several things you need to […]

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The RMD Solution to the Hassle of Filing Estimated Taxes in Retirement
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If you don't need the money to live on, wait until December to take your RMD and ask the sponsor to withhold a big chunk for the IRS.
Do I Need a Long Term Savings Account?
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Do I Need a Long Term Savings Account?

A long-term savings account, as the name implies, is one opened to deposit and hold money for a longer period of time. They can be contrasted to checking accounts used to pay monthly bills or regular savings accounts that might earn interest, but maybe not much. A long-term savings plan might be set up for […]

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When Are 2021 Estimated Tax Payments Due?
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If you're self-employed or don't have taxes withheld from other sources of taxable income, it's up to you to periodically pay the IRS by making estimated tax payments.
Understanding the Yield to Maturity (YTM) Formula
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woman in cafe on laptop

When investors evaluate which bonds to buy, they often take a look at yield to maturity (YTM), the total rate of return a bond will earn over its life, assuming it has made all interest payments and repaid the principal. Calculating YTM can be complicated. Doing so takes into account a bond’s face value, current […]

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4 States Where Income Tax Rates Could Soon Top 57%
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A federal proposal would add to the tax burden of the wealthiest earners in these places.
What a Beneficiary Controlled Trust Can Do to Protect Your Legacy After You Are Gone
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Life is messy sometimes. Divorce, bankruptcies and lawsuits happen, and they can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. But there are many trust options to help keep life from ruining your legacy.
Solar Panel Financing in 4 Ways
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solar panel

Installing solar panels in your home can be one way to do your part for the planet, but the cost to purchase and have them installed might be a deterrent. Even if you know you’ll save money over the long term, it may be hard to find the funds for solar panels in the interim. […]

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