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Financial Planning

Electronic Tax Filing

Best E-Filing Programs For Tax Returns

Forget the stress of tax season by using one of these e-filing programs.

03/03/2014

(Credit, Meghan Ross)

Should You E-File Or See A Tax Specialist For Your Returns?

When it comes to figuring your taxes, should you rely on software or turn to a pro?

03/03/2014

Taxes

5 Tips For Doing Your Own Taxes

Save money — and maximize your refund — with these tips for doing your taxes all on you own.

03/03/2014

Money Roll

5 Tax-Deductible Items You May Have Missed

Who doesn’t want to save a little (or a lot of) extra money at tax time? Claiming all the deductions for which you are eligible can significantly reduce your tax bill.

03/03/2014

Taxable

Tax Tips For Retirees

With careful planning, you may find yourself paying the IRS much less than you have in years past.

03/03/2014

(credit: schwab.com)

Having A Baby? Charles Schwab Consultant Gives Financial Tips!

Casey Mervine, a Charles Schwab Financial Consultant, stopped by KCAL9 Tuesday to discuss financial tips for welcoming a newborn!

CBS2 / KCAL9–07/30/2013

(credit: Financial Planning Association)

Local Event Offers Free Financial Planning Advice

If planning your financial future has got you worried, the Los Angeles Chapter of the Financial Planning Association has got just the event for you.

CBS2 / KCAL9–10/13/2012

(credit: schwab.com)

It’s Never Too Late To Start Saving For College

Charles Schwab financial consultant Casey Mervine stopped by KCAL9 Wednesday to discuss tips and trends of strategies for college financial planning.

CBS2 / KCAL9–09/12/2012