Staying Safe in the 2025 Tax Season: Tips to Protect Your Identity and Finances
Tips to Protect Your Identity and Finances this 2025 Tax Season
Articles by FirsTrust
S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times
……Advisers remain the best bet. The safest course is picking an independent, fee-only advisor who makes an explicit promise to act as a fiduciary…
The Truth About “Retirement Planning”
The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be.
Why You Want To Spend Your IRA Money Before You Die
Prior to 2020, passing wealth from generation to generation through an IRA was a straightforward strategy. A family could take a pot of money and grow it tax-free or tax-deferred, passing it down the family tree.
Tax Season Security Tips
An uptick in cybercrime adds to tax time stress, but you can protect yourself and your identity.