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The Free Financial Advisor

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  • The New Remittance Transfer Tax Begins January 1—Here’s How It Works

    The New Remittance Transfer Tax Begins January 1—Here’s How It Works
  • Social Security Checks Are Getting Smaller for Some Retirees—And It’s Not a Benefit Cut

    Social Security Checks Are Getting Smaller for Some Retirees—And It’s Not a Benefit Cut
  • The IRS Is Sending More “Math Error” Notices—Here’s What They Really Mean

    The IRS Is Sending More “Math Error” Notices—Here’s What They Really Mean
  • 6 Retirement Planning Errors That Could Cost You Thousands Under New Tax Rules

    6 Retirement Planning Errors That Could Cost You Thousands Under New Tax Rules
  • Refunds Are Being Frozen Over Missing Bank Details—And Some Filers Won’t Get Paid for Weeks

    Refunds Are Being Frozen Over Missing Bank Details—And Some Filers Won’t Get Paid for Weeks
The New Remittance Transfer Tax Begins January 1—Here’s How It Works

The New Remittance Transfer Tax Begins January 1—Here’s How It Works

May 13, 2026 By Brandon Marcus Leave a Comment

Money moves fast these days. A few taps on a phone can send cash across borders in seconds, whether someone helps family overseas, pays international workers, or covers expenses abroad. Starting … [Read More...]

Social Security Checks Are Getting Smaller for Some Retirees—And It’s Not a Benefit Cut

Social Security Checks Are Getting Smaller for Some Retirees—And It’s Not a Benefit Cut

May 13, 2026 By Brandon Marcus Leave a Comment

For millions of retirees, Social Security day is a little like payday with fewer surprises and a lot more budgeting. That’s why recent reports of smaller monthly checks sparked instant panic across … [Read More...]

The IRS Is Sending More “Math Error” Notices—Here’s What They Really Mean

The IRS Is Sending More “Math Error” Notices—Here’s What They Really Mean

May 12, 2026 By Brandon Marcus Leave a Comment

Tax season already brings enough stress without surprise mail from the IRS landing in the mailbox. Lately, more Americans have received something called a “math error notice,” and it often sparks … [Read More...]

6 Retirement Planning Errors That Could Cost You Thousands Under New Tax Rules

6 Retirement Planning Errors That Could Cost You Thousands Under New Tax Rules

May 12, 2026 By Brandon Marcus Leave a Comment

Retirement planning has never felt more like a moving target than it does right now. New tax rules continue to shift how much retirees keep versus how much goes back to the IRS, and those changes can … [Read More...]

Refunds Are Being Frozen Over Missing Bank Details—And Some Filers Won’t Get Paid for Weeks

Refunds Are Being Frozen Over Missing Bank Details—And Some Filers Won’t Get Paid for Weeks

Tax refund season usually brings a wave of anticipation, but this year, a growing number of payments … [Read More...]

7 Hidden Costs of Beneficiary Designations Most People Ignore

7 Hidden Costs of Beneficiary Designations Most People Ignore

Beneficiary designations look simple on the surface, almost like a “set it and forget it” step in … [Read More...]

8 Ways Seniors Could Lose Social Security Benefits Without Realizing It

8 Ways Seniors Could Lose Social Security Benefits Without Realizing It

Social Security often feels like one of those steady pillars retirees can count on, showing up month … [Read More...]

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

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

Tax season turns even calm people into nervous wrecks once the word “audit” enters the conversation. … [Read More...]

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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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