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...
by Michele Cagan | Sep 4, 2025 | Charitable Giving, Do Your Own Taxes, Retirement Planning
This blog post has been recently updated to include new information from the 2025 tax bill relevant to how your charitable donations affect your tax bill. **Please Note: This content does contain affiliate links where I may profit from a sale. The Tax...
by Michele Cagan | Jul 24, 2025 | Do Your Own Taxes, Get Help When You Need It, Protect Your Financial Future, You Need to Know This
As a CPA, I help a lot of people with their taxes. A lot of times, they’re pretty unhappy with their tax situations. Truthfully, most of us only think about taxes at tax time. But by then, it’s too late to do any planning. It’s too late to minimize your tax bill....
