NerdWallet Budgeting App Product Name: NerdWallet Budgeting App Product Description: NerdWallet offers a free budgeting app that is available to anyone who registers for an account. It has all the basic features of a budgeting app but lacks a few niceties, like splitting transactions and notifications. Summary NerdWallet’s budgeting features help you track your spending, … Read more
The first few years I filed my taxes, I used Intuit’s TurboTax. Back in the early 2000s, there weren’t too many options. There were almost no free options. TurboTax walked me through all the questions, imported my payroll data, and checked my federal tax return for common mistakes and errors — all for free. I … Read more
If you are paying for multiple streaming services individually, you may be paying too much. Streaming services are now bundling (ironic, as they started as alternatives to cable) so you can save money by combining streaming services rather than paying for them a la carte. The “best” bundles are the ones being offered as add-ons … Read more
H&R Block and TurboTax are two of the most popular tax-preparation software programs available. Each has a well-deserved reputation for being an industry leader. But which is the best between the two? Well, there’s no easy answer to that question. Both offer quality products with easy-to-use interfaces and affordable prices. However, depending on your needs, one … Read more
How many times have you moved jobs? The average person has 11.9 jobs between the ages of 18 and 50. And if each one has a retirement plan that you contribute to, that’s a lot of retirement plans! So it’s no surprise that sometimes you might lose one or two. And since time passes quickly, … Read more
I remember the first time I filed my taxes. I was dropping something off at the post office when I saw tables full of cardboard boxes filled with forms with the now-familiar IRS eagle and scales logo. Tax season! Those boxes were so intimidating. I was so scared of filing my taxes wrong and getting … Read more
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