admin Launched in 2011, Wealthfront is a robo-advisor with $75+ billion in assets under management as of January 2025. A robo-advisor is an investment advisory service that uses an algorithm instead of people to help you invest. Wealthfront is a tax-efficient and low-cost way to invest. Its offering is compelling. For just 0.25%, they do all … Read more
H&R Block Product Name: H&R Block Product Description: H&R Block offers both online and in-person tax prep. You can file online and ask tax questions, have your return reviewed by an expert, or have your entire return prepared by a tax pro. Summary H&R Block offers both online and in-person tax filing. The free plan … Read more
It’s easy to find free financial information on the internet. Whether it’s reading blogs, scrolling social media, or listening to podcasts, free financial information is abundant. Free financial advice, however, is much harder to find. Financial advice is financial information tailored to your situation. While it’s useful to understand tax brackets and tax credits, it’s … Read more
FreeTaxUSA Tax Preparation Product Name: FreeTaxUSA Tax Preparation Product Description: FreeTaxUSA is a free tax federal preparation software package that anyone can use, regardless of income or tax situation. Federal returns are always free. State filings are $14.99 and you can pay extra for support and other services, like audit protection. Summary FreeTaxUSA offers free … Read more
When it comes time to pay your tax bill, we’ve all been tempted with the idea of paying with a credit card. With a large bill, there’s the potential to earn rewards, right? This is the tradeoff: You can earn rewards paying with a credit card, but, You will pay a percentage fee when paying … Read more
TaxSlayer Product Name: TaxSlayer Product Description: TaxSlayer offers inexpensive tax prep. It’s Classic plan covers all tax situations for only $22.95 for federal and $39.95 for state returns. Summary TaxSlayer has inexpensive plans and covers all tax situations, plus active military can file federal returns for free. However, you won’t qualify for the free plan … Read more
Tax Act Product Name: TaxAct Product Description: TaxAct is a DIY tax software that offers free federal returns for simple tax situations. State returns are $39.99. You can add on live tax assistance to any plan for $60. Summary TaxAct has four levels of service, with federal returns ranging in price from free to $69.99. … Read more
Betterment 0.25%-0.50% Product Name: Betterment Product Description: Betterment is one of the oldest roboadvisors with reasonable fees, expert portfolios, and a cash management account with high yields. Summary Betterment is a robo advisor that offers ten premade portfolios. These portfolios will automatically rebalance making investing a truly hands-off experience. It costs $4 a month for … Read more
Getting your teen a checking account can be a great way to start teaching them financial responsibility. If you link your account to theirs, you can easily transfer money and since you are also on the account, you’ll have full access to view transactions. However, checking accounts will have limited parental control. If you want … Read more
Figuring out which is the best tax software for you comes down to a few factors. First, you’ll want to understand the complexity of your taxes. Simple taxes typically include W-2 income and the standard deduction, while complicated taxes usually include a small business. Then, there is everything in between, which includes things like rental … Read more