The TurboTax Blog • Income and Investments

4 Ways to Know If You’re an “Individual Investor”

January 16, 2020 January 22, 2020 / Jim Wang

Years ago, when I first started investing, I was worried about what it meant for my taxes. I just started a new job, set up my retirement plan, and my head was spinning from so many forms that I waited...

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401K, IRA, Stocks

Investing 101: How, Where, When, and Why to Begin

January 10, 2020 January 14, 2020 / Jim Wang

Are you searching for a way to build long-term wealth? Investing can help accomplish this goal. The best part is that you don’t need to be an investment banker or wealthy to start. If you still need to invest your...

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Income and Investments

Live Your Best Life With These 5 Financial New Year’s Resolutions

December 28, 2019 / Elle Martinez

Many people are making resolutions for what they want to accomplish for the upcoming year. Part of the resolution-making process involves the excitement of new beginnings and the desire to tackle some big dreams…but what about the other part? Some...

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401K, IRA, Stocks

Stocks, Bonds and Other Ways to Make Your Money Grow

December 27, 2019 January 15, 2020 / Jim Wang

Investing your money can seem intimidating because it’s so much different from working. When you work, you get paid for your time, your expertise, and your experience. You put in an hour of work, you get paid an hour of...

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401K, IRA, Stocks

I Started Investing This Year, What Do I Need to Know Come Tax Time?

December 26, 2019 December 27, 2019 / Jim Wang

When I first started investing in the stock market, I wasn’t quite sure what I was doing. I wasn’t sure if my purchases would lose value the moment I bought them or if they would grow into exponential figures. I...

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Income and Investments

5 Ways to Stay Clear of Holiday Credit Card Debt

December 21, 2019 January 15, 2020 / Ginita Wall, CPA, CFP®

Ho ho ho, happy holidays! If you are like me, you end up eating a little too much, drinking a little too much, and spending a little too much over the holidays. And it is so easy to overspend if...

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Income and Investments

Personal Finance Tips to Keep You on Track for 2020

December 20, 2019 January 14, 2020 / Elle Martinez

With 2019 wrapping up, you may feel ready to wind down. However, if you can spend just a little time now gearing up, you can really give yourself a financial boost now and all of next year. How to Set...

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Income and Investments

5 Tips for Achieving Financial Freedom

December 3, 2019 / Elle Martinez

Are you looking to make a big splash with your finances this year? Do you want to hit a money goal in the next month or so? The good news is that you can make a huge impact on your...

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Income and Investments

Are Black Friday and Cyber Monday Deals Really Worth it?

November 27, 2019 / Jim Wang

With Thanksgiving approaching this week, you might be thinking about a strategy for your Black Friday and Cyber Monday shopping after the big meal. Are the deals really worth it? How can I make sure I’m getting the best prices...

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Income and Investments

Emergency Fund Guide: Why Everyone Should Have One

November 20, 2019 November 22, 2019 / Elle Martinez

What would you do if your car broke down and the mechanic said it would cost $500 to fix it? Over half of Americans have less than $1,000 stashed away. Even scarier, in a survey, 32% of participants admitted to...

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