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Financial Advisors

For individual investors and financial advisors alike, figuring out the best way to manage money can be a challenge. CNBC has put together these reports to help boost your bottom line.
  1. A group of House Republicans is revisiting the Fair Tax Act, which would replace certain federal taxes with a national sales tax and decentralize the IRS.
  2. Tax season opened Jan. 23. Here are some tips and things to know before filing a return, including ways to get a faster tax refund from the IRS.
  3. If you're expecting a tax refund, it may be smaller than last year's payment, according to the IRS. Here's why.
  4. The IRS expects to issue guidance on the clean vehicle credit in March. Experts think the rules around car batteries will limit who can get the credit.
  5. Experts say it's critical to get organized with tax forms before filing your 2022 return. Here's how to avoid tax refund delays.
  6. Tax season kicked off for individual filers on Jan. 23, and the deadline for most taxpayers is April 18. Here's how to get a faster tax refund, experts say.
  7. Even as long Covid puts millions of Americans out of work, proving the condition may be a high hurdle for Social Security disability benefits.
  8. While the changes included in Secure 2.0 are intended to improve outcomes for everyone, some provisions are particularly useful to near-retirees.
  9. Given some of the subjective symptoms of long Covid, there's no guarantee that a claim filed for short- or long-term disability insurance will be approved.
  10. A United Van Lines study found the percentage of people retiring to a new state grew to 18.3% in 2021.Moving is not a straightforward decision, however.

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