Dreading next year’s tax surprises? As a freelancer juggling income spikes, I needed a fast way to project my estimated tax and spot potential refunds without the hassle. This 10-step guide walks you through gathering docs, tweaking for filing status and life changes, and using free tax calculators from IRS, TurboTax, or FlyFin to nail…
Planning your child’s college expenses can feel overwhelming amid rising tuition and hidden costs for students. As a parent, I used AI to simplify budgeting and forecast accurately. This 7-step guide walks you through assessing needs, gathering data, and building a personalized plan with tools like Microsoft 365 for organization, Scholly for scholarships, and Sallie…
You’ve overlooked inflation’s drag on your investments, watching nominal gains fade against rising costs. This step-by-step guide fixes that, showing how AI from MIT-backed research and Bloomberg data boosts productivity in projections. Follow our 9 steps to enter your portfolio, run inflation scenarios, and get real returns. This helps you plan better to handle inflation….
Struggling with manual rent calculations that skew your income forecasts? As a landlord, you’ve likely seen the pitfalls exposed by ProPublica’s investigations into RealPage’s pricing algorithms and Sen. Ron Wyden’s scrutiny of opaque software. This 10-step guide shows you how to switch to solid AI tools, from checking data to creating projections with AI. It…
Struggling with skyrocketing grocery prices turning your shopping trips into budget busters? You’re not alone-many feel the pinch, as Elizabeth Warren highlights in her consumer protection work. This 7-step guide uses ideas from Richard Qu and Sunny Raj on technology to explain how AI can control your spending. Track purchases, spot patterns, set goals, and…
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…