Struggling to track volatile crypto trading gains amid blockchain transaction chaos? As a trader, you’ve got the wins-but tax season hits hard with endless records and regs. This guide walks you through my 10-step process to declare income using AI agents like Fetch.AI and tools from ai16z, automating categorization and calculations for accuracy. Reclaim control,…
Struggling with a monthly budget that feels out of control, leaving little room for savings? You’re not alone-many face erratic expenses and unclear spending habits in personal finance. This step-by-step guide shares how I rebalanced mine using AI-powered tools like YNAB, Acorns, and PocketGuard. Follow the 7 steps to check your situation, include AI analysis,…
Have you followed popular tips during rising markets, only to later regret decisions driven by emotions when buying US stocks or ETFs? Like many Hatch users inspired by Warren Buffett’s discipline, I’ve been there-until AI changed everything. This list of 9 clear steps shows you how to check for biases, test risks, and set up…
If you’re an IRS customer dealing with missing tax information in your online account, you’re not the only one. Many people encounter this frustrating problem when filing their Form 1040, which can limit their access to their account and payment options. In this guide, we will provide you with 10 important steps to fix this…
Are you feeling stressed about reviewing your portfolio? Many investors, whether experienced or new, find this important part of financial planning challenging. This guide will show you nine practical steps, using AI tools like ChatGPT and Claude to make the process easier. Learn how AI can change the way you analyze your portfolio, improve your…
Managing credit card debt can be tough, especially when you’re unsure which card to pay off first. If you’re struggling with this, you are not alone. In this guide, we will share seven simple steps to help you organize your payments. By using Mezzi’s AI ranking system, you will get a better idea of your…
Developing a successful investment plan starts with knowing your specific risk tolerance. In this guide, I’ll take you through a step-by-step process using an Investor Questionnaire to identify your risk tolerance and financial details. Based on what I’ve learned, including advice from Matthew Levy, CFA, we’ll look at how you can match your investment goals…
As the holiday season approaches, many of us are bracing for Christmas expenses that can leave our budgets stretched thin. Creating a Holiday Sinking Fund is an effective method to manage holiday expenses without using credit cards. In this detailed guide, I’ll show how I used AI tools to set financial targets, organize my budget,…
Finding your way through the process of unclaimed tax refunds can be difficult, especially when it seems like your federal tax refund is delayed. If you’ve lost a tax check or are unsure how to claim your refund, you’re not alone. This detailed guide will explain each important stage, from learning the basics of TDS…
If you’ve relied solely on fixed deposits (FDs) for your savings, you’re not alone. Many, including industry experts like Ann Dowd and Dan Candura, highlight the need for a well-rounded investment strategy. This guide explains 9 important steps to move from fixed deposits to a varied investment plan, focusing on how to properly distribute your…
Figuring out your tax residency status can be confusing, especially for nonresident and resident aliens dealing with the rules of the IRS. Whether you’re unsure about the substantial presence test or the green card test, this step-by-step guide will clarify your situation. Using AI tools like Sprintax, we will guide you through 10 important steps…
Struggling with gift-giving expenses? You’re not alone. A lot of people struggle with managing gift expenses, causing them stress during the holidays. This guide will help you take control of your spending, turning gift-giving from a financial burden into a manageable part of your budget. With seven actionable steps, you’ll learn how to auto-budget for…