Josh Patoka

Fundrise Alternatives to Consider in 2024

While Fundrise is a legit platform for real estate investing, several Fundrise alternatives, such as RealtyMogul, DiversyFund, Streitwise, Groundfloor, Crowdstreet, Peerstreet, AcreTrader and EquityMultiple may be a better fit for your investment strategy.

What are Donor-Advised Funds?

Donor-advised funds are perfect for those who give regularly to charities but not enough to take advantage of itemizing their deductions. These funds allow you to group many year's worth of donations into one year to optimize your tax deductions.

Do You Need to File a Tax Return?

While there are a few scenarios that allow you to skip filing a return, it's usually a good idea to file even if you don't have to. Filing allows you to receive a refund, if you over paid your taxes and makes you eligible for any assistance you may qualify for.

H&R Block Review 2024

H&R Block has been doing taxes since 1955 and has 60,000 tax pros with an average of 10 years of experience. With their many service levels from complete DIY to online assist to fully in-person with a tax pro, you can be sure you are getting exactly what you need without overpaying.

7 Simple Bank Alternatives

With Simple Bank closing many are looking for an alternative. Each of these Simple Bank alternatives offer free checking account options and many accounts pay interest on deposits.

How Do CDs Work?

CDs are very safe investments that usually earn a higher interest rate than savings accounts but they require your money to be tied up for a set amount of time. When researching CDs you'll want to know the term, interest rate, and withdrawal penalty.

TaxAct Review 2024: Quality Service, Average Pricing

While TaxAct doesn't have all the bells and whistles of other tax software out there it is generally cheaper to file with them. If you don't need extras, such as one on one support or audit assistance you may want to consider TaxAct. They offer a free version for simple returns and several other levels of service depending on how complicated your taxes are.

The Best Tax Software for 2024

Which tax software to choose depends on your specific situation. If you have a simple return in only one state you can likely get your taxes done for free with TurboTax or Cash App Taxes. But if things are more complicated or you want live help from a tax expert then you'll want an upgraded package as you can find with H&R Block.

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