Zachary Goldblatt Zachary Goldblatt

The Tech Myths We Keep Falling For

Technology often arrives wrapped in promises – faster, smarter, simpler. But many of the beliefs we carry about it aren’t truths at all. They’re myths about how technology actually works and what it can really do. Here are a few of the myths we keep falling for, and some ideas on how you can see past them.

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Zachary Goldblatt Zachary Goldblatt

Spring Cleaning That Pays You Back All Year

Spring cleaning isn’t really about dust or closets. It’s about deciding what earns space in your life. Your money deserves the same treatment. Instead of rushing through financial tasks you may only do once per year, such as reviewing your credit report or insurance policies, treat them as a deliberate spring financial checkup.

Done thoughtfully, this annual reset can pay dividends all year by helping you cut unnecessary costs, uncover hidden money, and put smarter systems in place that keep working long after the cleaning is finished. Here are some ideas to get you started.

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Zachary Goldblatt Zachary Goldblatt

7 Interesting Financial Facts

Money touches nearly every part of our lives, yet many people are surprised by how common certain financial behaviors actually are. Here are 7 interesting financial facts that highlight real trends in personal finance, along with practical tips to help you make smarter decisions.

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Zachary Goldblatt Zachary Goldblatt

Annual Tax Quiz -American History Edition

This year marks 250 years of American independence, which also means two-and-a-half centuries of spirited debate over taxes. From the nation’s earliest days, revenue has been raised in inventive, controversial, and occasionally head-scratching ways, often followed closely by creative attempts to avoid it. To mark this anniversary, our annual tax quiz explores the lesser-known, stranger corners of U.S. tax history.

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Zachary Goldblatt Zachary Goldblatt

The Great Two-Factor Authentication Evasion

Cybercriminals are sidestepping two-factor authentication. Here's how you can stay ahead.

Every day, cybercriminals try to access bank accounts, take over email inboxes, and harvest personal information using passwords purchased in bulk from underground marketplaces. Using two Factor Authentication (2FA), also known as multi-factor authentication, is a way to help block these break-ins by requiring a second form of verification. As you might expect, attackers are adapting and learning how to work around it

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Zachary Goldblatt Zachary Goldblatt

Retirement Tips for Every Age

Saving for retirement is not a one size fits all journey, as each stage of life comes with different priorities, pressures, and opportunities. No matter where you are in your journey, here are savings tips from established financial publications and organizations to consider for every age

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Zachary Goldblatt Zachary Goldblatt

Understanding Tax Credits vs. Deductions

Tax credits are some of the most valuable tools around to help cut your tax bill. But figuring out how to use these credits on your tax return can get complicated very quickly. Here's what you need to know.

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Zachary Goldblatt Zachary Goldblatt

Your Tax Planning Cycle Starts Now

Filing your 2025 tax return may feel like crossing a finish line. In reality, this moment is the starting point for smart tax planning during 2026. Here are several ideas to kick start your own tax planning cycle

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Zachary Goldblatt Zachary Goldblatt

The Hidden Costs All Around Us - and How to Stop Paying Them

It's tough out there. The cost of everything is going up, from healthcare to groceries. Plus the practice of companies using monthly fees as annuity income has become overwhelming. In an effort to give you ideas and tips to cut costs, here are some common areas that are ripe for saving money.

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Zachary Goldblatt Zachary Goldblatt

Easy-to-Miss Income Sources That Can Cause Tax Headaches Later

The IRS is getting pretty good at comparing your income reports against what you claim on your tax return. The result is a notice in the mail called a correspondence audit. If you get one, it unfortunately takes a long time to straighten it out. In an effort to help you avoid this hassle, here are several easy-to-miss income sources and some ideas to help capture this IRS reported income when filing your tax return.

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Zachary Goldblatt Zachary Goldblatt

Your Ultimate Tax Filing Checklist

A smooth tax filing experience starts before your return is prepared. When your information is organized and easy to follow, everything moves faster and feels far less stressful. This checklist gives you a simple, practical way to gather all your tax information.

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Zachary Goldblatt Zachary Goldblatt

Tech Breakthroughs You Should Know About

A new wave of technology is quietly reshaping the world. Here are several tech breakthroughs you should know about that are real, rising fast, and ready to impact your life.

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Zachary Goldblatt Zachary Goldblatt

Five Great Money Tips

Creating a sound financial foundation for you and your family is a great goal. Here are five thoughts that may help.

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Zachary Goldblatt Zachary Goldblatt

Happy New Year...Consider These Tax Resolution Ideas

Consider these tax resolution ideas

Every January brings a familiar ritual. We promise to eat better, exercise more, and finally organize the garage. These are fine goals, but if you want a resolution that delivers real, measurable value, fewer taxes paid over your lifetime is about as concrete as it gets. Here are three possible resolutions to consider:

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Zachary Goldblatt Zachary Goldblatt

Spend Less with These 5 Money Tips

Rising costs across nearly every kind of product and service have stretched everyone’s budgets, making each dollar feel a little tighter. Here are some tips to spend less to help offset the effect from these higher prices.

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Zachary Goldblatt Zachary Goldblatt

Your Year-End Tax & Financial Checklist

Year-end is more than just wrapping gifts and planning celebrations – it’s the last chance to make smart money moves that can reduce taxes and set the stage for a confident start to the new year. Use this checklist to help cover the essentials.

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Zachary Goldblatt Zachary Goldblatt

Getting Ready For Taxes

This year AND next!

Plenty of tax changes are lining up as the calendar turns toward 2026, and knowing what’s coming can help you stay a step ahead. Before then, there’s also several moves to make filing your 2025 tax return as easy as possible.


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