What’s more, you want to be sure there are no errors on your tax return that could end up costing you money. To avoid that, here are some strategies to ensure you get the largest refund possible in 2024: Select the right filing status. ...
Reviewed by Tanza Loudenback, CFP | Edited by Barri Segal | April 11, 2024, at 1:52 p.m. Save More How to Get Free Help With Your Taxes More Getty Images You may be able to file your taxes for free through IRS Free File, a program in which several online tax prep companies par...
When Do CFA® Exam Results Come Out? Chartered Financial Analyst exam results should be accessible to Level I and Level II test takers within 5-8 weeks of taking the exam. If you took the Level III CFA exam, you should expect to receive your exam results within 8 weeks of taking the...
Anderson suggests that after you get a newrewards credit cardand the initial welcome benefits end, call your card issuer and see if you can have your annual fee waived or if you can bedowngraded to a lower-cost versionof your credit card without an annual fee. This way, it becomes less ...
Arizona State University, for example, offers a bachelor’s in financial planning and is a CFP board-registered program. 2. Earn real-world experience The best way to get ahead in financial advising and gain the skills that you need to succeed is by hitting the ground running—and you can...
If you opt to do your taxes manually, you’ll download and fill out the necessary IRS forms and send them to your local collection address. You can get these forms at IRS.gov. You won’t pay for them. To make a tax payment, you have the option of mailing a check to the IRS dire...
2 Learn More: Is a Career in Financial Planning in Your Future? How does a financial advisor get paid? There are essentially two ways a financial advisor can be paid: through a commission-based model and/or through a fee-based model. With the former model, advisors receive compensation for...
To roll over your 401(k) plan, you’ll want to do the following: Consider your 401(k) rollover options. Aim to keep costs low. Take care to avoid tax liabilities. Avoid 401(k) rollover penalties. Consider your investment preferences. Think about how soon you will need the money in yo...
How do you handle things, such as housing costs, that married couples often tend to split? Those tend to get handled by me. And it's sort of just born out of the way that we've done things over the years. We've got three kids. My oldest just turned 10. For a long time, my ...
“Swiping your card or using a mobile wallet makes it easy to spend because it’s so quick and not a visual or physical representation of how much you’re spending,” says Levi Sanchez, CFP®, co-founder at a financial advisory firm dedicated to guiding young professionals in their 20s ...