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The Free Financial Advisor

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  • 7 “Trigger Words” the IRS Uses to Flag Returns Faster

    7 “Trigger Words” the IRS Uses to Flag Returns Faster
  • Why More Seniors Are Getting Surprise Social Security Overpayment Notices

    Why More Seniors Are Getting Surprise Social Security Overpayment Notices
  • 5 Reasons Your 401(k) Could Trigger a Tax Surprise Next Year

    5 Reasons Your 401(k) Could Trigger a Tax Surprise Next Year
  • The Next Government Shutdown Threat Could Delay Refunds Again

    The Next Government Shutdown Threat Could Delay Refunds Again
  • Digital Payment Apps Could Soon Become Mandatory for Federal Benefits

    Digital Payment Apps Could Soon Become Mandatory for Federal Benefits
9 “Trigger Words” the IRS Uses to Flag Returns Faster

7 “Trigger Words” the IRS Uses to Flag Returns Faster

May 11, 2026 By Brandon Marcus Leave a Comment

Tax season turns even calm people into nervous wrecks once the word “audit” enters the conversation. The IRS relies on automated systems that scan millions of returns every year, and certain words, … [Read More...]

Why More Seniors Are Getting Surprise Social Security Overpayment Notices

Why More Seniors Are Getting Surprise Social Security Overpayment Notices

May 11, 2026 By Brandon Marcus Leave a Comment

Retirement should feel calm, predictable, and steady, yet thousands of seniors across America now open letters that demand massive repayments to the Social Security Administration. Some notices claim … [Read More...]

5 Reasons Your 401(k) Could Trigger a Tax Surprise Next Year

5 Reasons Your 401(k) Could Trigger a Tax Surprise Next Year

May 11, 2026 By Brandon Marcus Leave a Comment

Retirement accounts usually carry a reputation as safe little money shelters, but tax season loves a plot twist. A healthy 401(k) balance can look fantastic on a quarterly statement while quietly … [Read More...]

The Next Government Shutdown Threat Could Delay Refunds Again

The Next Government Shutdown Threat Could Delay Refunds Again

May 11, 2026 By Brandon Marcus Leave a Comment

Tax season already delivers enough stress to power a small city, and now Washington threatens to add another layer of chaos to the mix. Lawmakers continue to spar over spending bills, budget … [Read More...]

The United States capitol - Unsplash

Digital Payment Apps Could Soon Become Mandatory for Federal Benefits

A trip to the mailbox once marked payday for millions of Americans, but smartphones now dominate … [Read More...]

10 Mistakes People Make When Appealing an IRS Identity Check

6 Mistakes People Make When Appealing an IRS Identity Check

The IRS rarely sends cheerful mail, but few envelopes create panic faster than an identity … [Read More...]

How the IRS’s New Digital Asset Form Could Affect Casual Crypto Users

How the IRS’s New Digital Asset Form Could Affect Casual Crypto Users

Crypto fans spent years treating digital coins like the financial Wild West. People bought a little … [Read More...]

6 Medicare Rules That Will Hike Your Out-of-Pocket Costs in 2026

6 Medicare Rules That Will Hike Your Out-of-Pocket Costs in 2026

Medicare rarely stays still for long, and 2026 already looks packed with changes that could hit … [Read More...]

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Disclosure

The Free Financial Advisor is not an investment advisor and the comments posted herein are opinions of the authors. While they have been professionals at one time, since the authors are not currently registered investment advisors or brokers, their opinions should be considered those of amateurs.

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