Kate Dore CFP EA

Treasury Department announces new Series I bond rate of 3.98% for the next six months

The U.S. Department of the Treasury has announced new Series I bond rates through October.

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Roth conversions are popular when the stock market dips. Here’s how to know if one is right for you

Roth conversions are a popular strategy when the stock market dips. Here's how to know if it's right for you.

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Nearing retirement? Here’s how a ‘bond ladder’ can preserve your nest egg amid tariff volatility

Older investors may consider a bond ladder amid tariff-induced stock market volatility. Here's what to know about the strategy.

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Trump says ‘there is a chance’ tariff revenue could replace the income tax. Economists are skeptical

President Donald Trump said "there is a chance" that tariff revenue could replace the federal income tax. Here's what economists…

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Nearing retirement? These strategies can protect your savings from tariff volatility

If you're nearing retirement, these investing strategies can protect your portfolio from tariff volatility, experts say. Here's what to know.

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IRS’ free tax filing program is at risk amid Trump scrutiny

The IRS free tax filing program is at risk amid scrutiny from the Trump administration. Here's what taxpayers need to…

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There’s another surprise tax deadline on April 15. Here’s how to avoid penalties, experts say

The first-quarter estimated tax deadline for 2025 is April 15, which is also the federal tax due date for most…

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Can’t pay your taxes by April 15? You have options, IRS says

You have options if you can't pay your taxes by April 15, according to the IRS. Here's what taxpayers need…

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