WealthUp

WealthUp is a place for people of all ages to learn about money, discover their financial selves, and develop the skills they need to grow their nest egg.

2024-06-16

@JanetteSpeyer @flipboard-user-group-images-JanetteSpeyer

This was one of my favorite places to visit in Greece (other than the islands, of course). The monasteries (and their views) were outstanding. I'd go back in a heart beat.

Hopefully you had plenty of remaining storage space on your phone for pictures!

2024-01-23

Wondering whether your tax situation calls for a hired gun to sort things out and minimize what you pay? We detail several instances where outsourcing your taxes to a professional make perfect sense.

#tax #taxes #taxprep #taxpro #cpa #taxseason

wealthup.com/when-to-hire-tax-

2024-01-23

Deemed the single greatest anti-poverty program in the United States, the earned income tax credit can pay working families up to $7,430 in 2024 (for 2023 returns). Learn about how it works, how to claim it, and if you're eligibile.

#tax #taxes #earnedincome #eitc #earnedincomecredit

msn.com/en-us/money/taxes/grab

2024-01-22

Tax season is nearly upon us. We've got those due dates (and the whole calendar year!) covered for you.

#tax #taxes #taxduedate

wealthup.com/when-are-taxes-du

2024-01-20

Have a look at these low-cost funds from Vanguard to hold in your health savings account, a special way to save for healthcare expenses (or as a second IRA) in a triple-tax-advantaged way.

#hsa #money #investing #personalfinance

wealthup.com/best-vanguard-fun

2024-01-19

If the thought of doing your own taxes keeps you up at night, it’s better to just hire a tax preparer to file your return this year. But that comes with its own set of scary problems. Here are a few stress-free tips for finding a reliable tax preparer.

#tax #taxes #taxprep #taxpro #taxhelp

wealthup.com/picking-tax-prepa

2024-01-18

Have interest in some super cheap, super diversified funds to hold in your IRA? Take a look at these top Vanguard funds.

#ira #retirement #investing #indexfunds

wealthup.com/best-vanguard-ret

2024-01-18

Curious how your retirement savings compare to the recommended levels by age? Have a look at where you stack up and what you can do to get yourself on track.

#investing #retirement #saving #savemoney

msn.com/en-us/money/retirement

2024-01-18

A new free filing program from the IRS is launching in a pilot form this tax season. To see what the program covers and whether you qualify to test it out, have a look.

#tax #taxsoftware #taxes #taxfiling #taxseason

wealthup.com/irs-direct-file/

2024-01-17

In the investment landscape, there’s an exclusive group of dividend stocks known as the “Dividend Kings.” And they exemplify the remarkable benefits of long-term, stable investing. We cover the 13 largest companies in the vaunted group and what you need to know.

#dividends #investing #stocks #dividendkings

wealthup.com/best-dividend-kin

2024-01-17

Looking to update your 401(k) plan in 2024? Might we suggest having a look at these top Vanguard retirement funds purpose-built for a workplace retirement plan.

#vanguard #retirement #investing

wealthup.com/best-vanguard-ret

2024-01-17

Like many Americans who have reached retirement age, you might be surprised to learn that Uncle Sam can tax your Social Security payments. We show you how to avoid taxes on your benefits.

#tax #taxes #socialsecurity #socialsecuritybenefits

wealthup.com/how-to-avoid-taxe

2024-01-16

If you're looking for regular dividend checks on a monthly basis, you might want to check out this list of monthly dividend stocks.

#dividends #stocks #money #income #passiveincome #stockmarket

wealthup.com/monthly-dividend-

2024-01-14

Welcome news for seniors in 2024: two fewer states levy a tax on Social Security benefits. Are you in one of them?

#tax #socialsecurity #financialplanning #taxes

wealthup.com/states-repeal-soc

2024-01-12

The SEC opened the floodgates, approving 11 spot Bitcoin ETFs. We answer many of the most commonly asked questions surrounding these new products.

#crypto #bitcoin #btc #bitcoinetf #bitcoinetfs #cryptocurrency #investing #stocks #cryptotrading #cryptoassets

wealthup.com/spot-bitcoin-etfs

2024-01-12

If you're tired of paying for tax software each year to prepare your taxes, the IRS offers a free program for millions to use each year called the IRS Free File Program. It launches today. Learn if you qualify to participate.

#tax #taxes #taxsoftware #free
msn.com/en-us/news/other/hate-

2024-01-12

If your child has investment income, you need to be aware of a tax law provision called the kiddie tax. If your child makes above a certain amount, that income will fall subject to taxation. We've got the details you need to know.

#tax #taxes #investment

msn.com/en-us/money/taxes/pare

2024-01-12

Newly updated for 2024, these are our top stock picks for kids to consider buying for their own accounts. (They'll need help from a trusted adult, such as a parent or grandparent!)

#stocks #stockmarket #investing #investments #kids

wealthup.com/stocks-for-kids/

2024-01-12

If you're looking to invest for your children's future, we've got a list of the best investments for kids. (Newly updated for 2024!)

#kids #investing #stockmarket #college #investments

wealthup.com/best-investments-

2024-01-12

Whenever money comes in, Uncle Sam wants his cut. So, while it’s important for young people to know how to grow their money, it’s equally important to understand how their investment earnings are going to be taxed.

#tax #taxes #incometax #money

wealthup.com/kiddie-tax-what-i

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