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I'm a certified financial planner and tax reporter at CNBC. How I tackle my own retirement tax planning
March 04, 2024
Tags
Tax Planning
Personal saving
Personal Finance
From
CNBC.com News
IRS free tax filing program will open to all eligible filers in pilot states on March 12
March 01, 2024
Tags
Tax Planning
Breaking News: Politics
Smart Tax Planning
From
CNBC.com News
Household appliances don't last like they used to, experts say. Consider this before calling a repair service
March 01, 2024
Tags
Furniture and home furnishings manufacturing
Consumer Finance
Retail
From
CNBC.com News
93% of women are stressed about money. Building a cash reserve can help, experts say
March 01, 2024
Tickers
LIFE
Tags
Women and Wealth
Life
Personal loans
From
CNBC.com News
IRS targets wealthy ‘non-filers’ with new wave of compliance letters
February 29, 2024
Tags
Wealth
Government taxation and revenue
Tax Planning
From
CNBC.com News
Issues with new FAFSA may cause 'shocking' decline in the number of students getting college aid, expert says
February 29, 2024
Tags
Student Loans
College Planning
College
From
CNBC.com News
This IRS issue is 'the biggest, most consistent problem' for taxpayers, expert says
February 27, 2024
Tags
Personal Finance
Savings
Tax Deductions
From
CNBC.com News
401(k) millionaire ranks grew 11.5% in 2023. They are 'poster children for staying the course,’ expert says
February 27, 2024
Tickers
LIFE
Tags
Nasdaq Inc
Inflation
Personal finance
From
CNBC.com News
H&R Block used deceptive marketing and unfairly deleted tax filer data, FTC complaint alleges
February 26, 2024
Tags
H & R Block Inc
Savings
Personal Finance
From
CNBC.com News
Aspiring homeowners say they face two major obstacles to buying. Here's why 20% say it'll 'never' happen
February 26, 2024
Tags
Personal saving
Real estate
Personal Finance
From
CNBC.com News
Your home sale may leave you in a tax shock. Here's how to reduce your capital gains tax bill
February 24, 2024
Tags
Savings
Personal Finance
Real estate
From
CNBC.com News
'If your parents are homeowners, you're more likely to be a homeowner,' housing expert says. Here's why
February 23, 2024
Tags
Housing
Personal loans
Real Estate
From
CNBC.com News
IRS to begin ‘dozens of new audits’ of corporate jets in crackdown of corporations, higher earners
February 21, 2024
Tags
Tax Planning
Smart Tax Planning
Government taxation and revenue
From
CNBC.com News
IRS aims to close 'inequity gap' for unpaid taxes. How the agency targets top earners for audit
February 20, 2024
Tags
Personal Finance
Congress
Savings
From
CNBC.com News
I opened two accounts to help grow my savings. Here's what I learned as a Gen Z personal finance reporter
February 18, 2024
Tags
Labor economy
Investment strategy
Investing
From
CNBC.com News
You can put a price tag on the value of a personal finance education: $100,000
February 17, 2024
Tickers
LIFE
Tags
Investment strategy
Personal debt
Debt
From
CNBC.com News
IRS weighing 'audit selection algorithm' changes for low-income taxpayer credit
February 15, 2024
Tags
Personal finance
Tax planning
National taxes
From
CNBC.com News
Op-ed: I’m an advisor who helps clients navigate layoffs. Here’s my best advice to prepare
February 15, 2024
Tags
Savings
Your Money
Personal Finance
From
CNBC.com News
House lawmakers weigh relief for state and local tax deduction 'marriage penalty'
February 14, 2024
Tags
National taxes
Tax refunds
Tax Credits
From
CNBC.com News
Amid the many problems with the new FAFSA, 'every student' should appeal for more financial aid, one expert says
February 14, 2024
Tags
Savings
Higher education
Personal Finance
From
CNBC.com News
4 red flags for an IRS tax audit — and how to avoid the 'audit lottery,' according to tax pros
February 13, 2024
Tags
National taxes
Tax Credits
Personal finance
From
CNBC.com News
The average tax refund is almost 29% lower this tax season, IRS reports
February 12, 2024
Tags
Smart Tax Planning
Tax Planning
Personal saving
From
CNBC.com News
Do you have a joint account? Here’s what that says about your relationship
February 09, 2024
Tags
Millennials
Generation Z
Personal finance
From
CNBC.com News
This simple calculation will show if you’re withholding enough taxes from your paycheck
February 07, 2024
Tags
Personal saving
Personal Finance
Savings
From
CNBC.com News
'Loud budgeting' is having a moment — here's how to take advantage of it
February 07, 2024
Tags
Debt
Personal debt
Investment strategy
From
CNBC.com News
This costly withholding mistake is 'always a surprise,' tax pro says
February 06, 2024
Tags
Personal Finance
Savings
Personal saving
From
CNBC.com News
Credit card debt hits a 'staggering' $1.13 trillion. Here's why so many Americans are under pressure
February 06, 2024
Tags
Millennials
Personal finance
Savings
From
CNBC.com News
Op-ed: Money dates are great — but not on Valentine’s Day. Keep it big picture instead
February 06, 2024
Tags
Personal finance
Personal saving
Your Money
From
CNBC.com News
Gen Z, millennials want to invest — but many aren't, CNBC/Generation Lab survey finds. Here are the issues
February 06, 2024
Tags
Consumer Confidence
Your Money
Retirement planning
From
CNBC.com News
Most Americans can file federal taxes for free — but only about 3% used this option last season
February 05, 2024
Tags
Personal Finance
Savings
Personal saving
From
CNBC.com News
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