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A CPA, also referred to as a certified public accountant, is an accounting professional that has met all the licensing requirements set by their state’s board of accountancy. To earn…

Self-employment, especially during COVID-19, appears to be on the rise. People love the idea of creating their own schedules and working from wherever they please.  However, finances can be a…

Tax Day — or the due date for filing federal and state income tax returns for most people — will be on Tuesday, April 18, 2023. One of the biggest…

The rest are getting gift cards, cash or slippers (unless you’re lucky enough to have a Gen Zer in your life, who may be knitting you a sweater).  Key findings:…

No matter how you slice your income pie, taxes probably take a decent chunk of it. The average single person in the United States, for example, paid around 22% in…

Buying, selling, and trading aren’t the only investment opportunities stocks offer. Stock investors can also earn passive income in the form of dividends. If you currently invest in stock or…

A monthly budget is one of the most foundational elements of your financial picture. It helps you keep your spending in check while ensuring your financial goals are always front…

It’s never too early or too late to start investing, and you don’t need a bunch of money to begin building wealth. However, if you have a decent nest egg…

If you budget your money, analyze your investments, and save for retirement, you’d likely benefit from being able to track your finances in one place. That’s where Personal Capital can…

With a Roth IRA, you make contributions with after-tax dollars, so you can avoid paying taxes when you’re ready to withdraw the money. Once you reach the age of 59…

One recent study shows that 64% of American adults are living paycheck to paycheck with no meaningful savings or investments. As a result, millions of people are at a significant…

A revocable trust, also known as a living trust, can be an important estate-planning document. It lets you remain in control of assets while you’re living and allows heirs to…

We spend decades saving for a financially secure retirement. So when the time comes, it can be exciting and a little bit overwhelming. With some serious financial considerations at play,…

“Dear Tori: I have been investing consistently in the stock market for about a year but I’m not seeing the results I expected. I have a diverse portfolio, invest monthly,…

Here’s the main benefit of receiving employee equity compensation: It has the potential to bolster your long-term financial goals. Yes, potential. You’ll be reading that word a lot throughout this…