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The Free Financial Advisor

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  • Estimated Tax Payments Are Due in June — Missing It Costs More Than People Expect

    Estimated Tax Payments Are Due in June — Missing It Costs More Than People Expect
  • What Most Users Still Don’t Know About Venmo, PayPal, and Their Taxes

    What Most Users Still Don’t Know About Venmo, PayPal, and Their Taxes
  • Amended Returns Are Adding Up to 20 Weeks to Refund Wait Times Right Now

    Amended Returns Are Adding Up to 20 Weeks to Refund Wait Times Right Now
  • Congress Is Considering a $200 Social Security Boost—What It Could Mean for Retirees

    Congress Is Considering a $200 Social Security Boost—What It Could Mean for Retirees
  • I Thought Florida Would Be the Perfect Place to Retire—Then My Anxiety Took Over

    I Thought Florida Would Be the Perfect Place to Retire—Then My Anxiety Took Over
Estimated Tax Payments Are Due in June — Missing It Costs More Than People Expect

Estimated Tax Payments Are Due in June — Missing It Costs More Than People Expect

June 4, 2026 By Brandon Marcus Leave a Comment

June doesn’t just bring summer plans, vacations, and longer days—it also brings one of the most overlooked financial deadlines of the year. The IRS expects millions of taxpayers to submit estimated … [Read More...]

What Most Users Still Don't Know About Venmo, PayPal, and Their Taxes

What Most Users Still Don’t Know About Venmo, PayPal, and Their Taxes

June 4, 2026 By Brandon Marcus Leave a Comment

Cash apps changed how money moves in everyday life, but tax rules moved just as fast behind the scenes. Venmo and PayPal now sit at the center of income reporting conversations, especially for … [Read More...]

Amended Returns Are Adding Up to 20 Weeks to Refund Wait Times Right Now

Amended Returns Are Adding Up to 20 Weeks to Refund Wait Times Right Now

June 4, 2026 By Brandon Marcus Leave a Comment

Tax season always brings a mix of anticipation and relief, especially when refunds enter the conversation. Right now, that excitement often slows down for anyone filing amended returns, since the IRS … [Read More...]

Congress Is Considering a $200 Social Security Boost—What It Could Mean for Retirees

June 4, 2026 By Brandon Marcus 3 Comments

For millions of retirees, every dollar matters. Grocery prices remain elevated, housing costs continue to pressure household budgets, and healthcare expenses show little sign of slowing down. Against … [Read More...]

I Thought Florida Would Be the Perfect Place to Retire—Then My Anxiety Took Over

I Thought Florida Would Be the Perfect Place to Retire—Then My Anxiety Took Over

Florida often appears on every “top retirement destinations” list, and for good reason. Sunshine, … [Read More...]

Filing an Extension Doesn't Protect You From Late Payment Penalties — Here's What Does

Filing an Extension Doesn’t Protect You From Late Payment Penalties — Here’s What Does

Tax season creates a rush of confusion, deadlines, and last-minute decisions that often lead to … [Read More...]

Math Error Notices Are Spiking — Here's What's Actually Causing Them This Summer

Math Error Notices Are Spiking — Here’s What’s Actually Causing Them This Summer

Tax season may feel like it ends in April, but the IRS keeps working long after the deadlines pass. … [Read More...]

One Line on Your Return Is Triggering Automatic IRS Reviews in 2026

One Line on Your Return Is Triggering Automatic IRS Reviews in 2026

Tax season in 2026 is not playing around, and one small line on a tax return can now set off instant … [Read More...]

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