by Michele Cagan | Jan 1, 2026 | Do Your Own Taxes, Personal Finance, You Need to Know This
This post was originally published March 26th, 2018. It has recently been updated to give you more recent information on MAGI and how it can affect your taxes. There’s an important tax calculation that will never show up on any of your tax forms, but it can make...
by Michele Cagan | Dec 31, 2025 | Do Your Own Taxes, Get Help When You Need It, You Need to Know This
We got a new tax law (2025 Reconciliation Legislation) this year, and many of its rules will affect your 2025 taxes. They call it the OBBBA, the One Big Beautiful Bill Act, but I don’t. It’s not beautiful for most people. In fact, many people will see their...
by Michele Cagan | Dec 12, 2025 | Do Your Own Taxes, Personal Finance, Saving and Investing, You Need to Know This
Want to lower your 2025 tax bill? This is the perfect time to make that happen. If you wait til next year, it’ll be too late to make these 5 tax-saving moves. Tax Move #1: Max Out Retirement Accounts Put as much money into traditional retirement accounts as you...
by Michele Cagan | Nov 21, 2025 | Do Your Own Taxes, Personal Finance, Saving and Investing, You Need to Know This
And How to Open One Today Don’t be fooled by the name Health Savings Account (HSA)… HSAs are really retirement accounts in disguise. And if you’re eligible for an HSA, you definitely want one, because they combine all the best features of other retirement plans… and...
by Michele Cagan | Nov 7, 2025 | Do Your Own Taxes, You Need to Know This
Using the right filing status can make a huge difference in your taxable income and your total tax bill. One of the most underused, legitimate filing status options is called Head of Household. And using this status instead of filing as single can lower your taxable...
by Michele Cagan | Sep 26, 2025 | Do Your Own Taxes
This blog post was originally published on Feburary 17th, 2017 and was updated in 2021. It has been updated again to give more detailed information about adjusted gross income (AGI) and to reflect recent changes to the tax code. Do you know the most important number...
