Learn how to prepare for your tax refund and filing 2025 taxes during the 2026 tax season with clear, practical steps. Learn how to avoid refund delays, reduce mistakes, and file with confidence using IRS tools and smart planning.
This covers key tax preparation topics for filing 2025 federal taxes during the 2026 tax season. Topics include organizing tax documents, handling W-2 and 1099 income, reporting gig work and digital assets, checking tax withholding, making estimated tax payments, choosing direct deposit for refunds, understanding refund timing, and avoiding common filing mistakes. It also explains IRS tools like the online account and withholding estimator, how life changes affect taxes, how credits like the Child Tax Credit work, safe filing options including IRS Free File and MilTax, and how to protect yourself from tax scams. The focus is on planning early, avoiding delays, and filing accurately.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Money Instructor is not affiliated with or associated with any government agency or official program. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn how USPS postmark rules affect taxes, social security, medicare, benefits, and voting deadlines. Learn simple steps to protect yourself from late postmarks and missed deadlines.
This content explains how USPS postmark rules work today and why mailing something on time may no longer protect deadlines. It covers how postmark dates are applied, why mail processing delays happen, and how this affects taxes, Social Security, Medicare, ballots, and other government paperwork. You’ll learn why deadlines depend on processing dates, not mailbox drop-offs, how USPS operations have changed, and what steps help protect important mail. The focus is on understanding mail timing, avoiding penalties, preventing benefit delays, and staying compliant with strict government deadlines.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Money Instructor is not affiliated with or associated with any government agency or official program. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn how recent Social Security changes are affecting access, service delays, and trust in the system. Learn why these shifts matter for retirement, disability, and everyday financial stability.
This update covers major Social Security changes affecting retirement benefits, disability claims, and Medicare access. You’ll learn about staffing cuts, growing backlogs, long wait times, and new fraud rules that make simple tasks harder. The focus includes how modernization efforts, leadership changes, and digital systems impact seniors, disabled individuals, and rural communities. It also explores public reactions, trust concerns, and why access and reliability matter for financial stability. This impacts retirees including SSI (Supplemental Security Income), SSDI (Social Security Disability Insurance), survivors, VA, and spousal benefits. These topics help explain why Social Security feels different today and what to watch for moving forward.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Money Instructor is not affiliated with or associated with any government agency or official program. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn how Beyoncé built long-term wealth and net worth through ownership, touring, and smart business decisions. Learn why her approach to money offers lessons that apply far beyond music and fame.
This content explores how Beyoncé built billionaire-level wealth through ownership, touring strategy, business control, and long-term financial thinking. You’ll learn how the modern music industry generates income beyond album sales, why touring and catalogs matter more than streaming numbers, and how controlling creative work leads to higher profits. The discussion also covers brand extensions, risk-taking, and the role of patience in building lasting wealth. These lessons connect celebrity finance to everyday money principles, helping viewers understand income streams, ownership, and sustainable success using simple, real-world ideas.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Money Instructor is not affiliated with or associated with any government agency or official program. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn how seniors can make smart year-end money decisions, including Social Security planning, to feel more secure and prepared. Learn which financial areas are worth reviewing before the New Year and why small steps can make a big difference.
This covers year end financial planning for seniors, focusing on smart money decisions before the New Year. Topics include reviewing spending habits, managing cash reserves, reducing investment risk, understanding retirement withdrawal rules, planning for taxes, charitable giving strategies, protecting beneficiaries, organizing financial paperwork, and improving account security. It also discusses how changing tax rules and retirement policies affect seniors and retirees, and why small year end adjustments can improve financial confidence. The focus is on stability, preparedness, and avoiding common mistakes that can impact retirement income and peace of mind.
🆓Help finding a Medicare plan is ALWAYS FREE! Call 615-639-1937 for our Medicare partner, Chapter Medicare or click here
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
If you need help with Medicare, please contact Medicare, your local State Health Insurance Program (SHIP), your current Medicare insurance agent/broker/plan, or feel free to contact my Medicare partner, Chapter, at 615-639-1937. Chapter: Memoir, Inc. d/b/a Chapter is a privately-owned, data and technology-enabled advisory that helps older Americans navigate retirement. Insurance agency services are provided by Chapter Advisory, LLC, a licensed health insurance agency and wholly owned subsidiary of Memoir, Inc. In California, Chapter Advisory, LLC does business as Chapter Insurance Services (Lic. No. 6003691).
Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan’s contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don’t directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Learn how the Trump Account program works, who qualifies, and what families need to do to avoid missing potential benefits. Learn the key rules, eligibility details, and important considerations surrounding this new government-backed savings program.
This covers the new Trump Account program, a government-backed child savings initiative designed to support long-term financial growth for families. Topics include who qualifies for the $1,000 government deposit, how eligibility is determined, why enrollment is not automatic, and what steps families must take to claim benefits. It also explores contribution limits, investment rules, withdrawal restrictions, private donations supporting the program, and expert opinions on when these accounts make sense. Viewers will also learn about common misconceptions, enrollment challenges, and why many eligible families may miss out without clear information.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn how Trump’s proposed stimulus payments tied to tariffs actually work and who controls whether money is sent out. Learn why understanding the difference between promises and approved payments matters for your financial planning.
This update covers stimulus checks, proposed payments, tariff revenue, and how government decisions affect personal finances. You’ll learn how stimulus payments are proposed, why Congress must approve them, and how tariffs connect to everyday prices. Key topics include economic growth claims, inflation concerns, national debt, and why timelines for payments remain uncertain. The focus is on understanding government payment proposals, separating facts from assumptions, and learning how to plan your finances without relying on unapproved relief. This is designed for anyone concerned about money, rising costs, and what federal payment talk really means for daily life.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn how Social Security and SSI payments are scheduled for January 2026 and why some payments arrive early or later than expected. Learn how COLA changes, Medicare costs, and system updates may affect your monthly income and access to benefits.
This update covers Social Security payment schedules for January 2026, including SSI payment timing, early deposits due to holidays, and birthday-based payment dates. It explains how the 2026 cost of living adjustment affects benefit amounts, how Medicare Part B premiums can change take-home payments, and why some people may see little difference. This impacts retirees including SSI (Supplemental Security Income), SSDI (Social Security Disability Insurance), survivors, VA, and spousal benefits. It also discusses Social Security administration changes like digital services, reduced in-person visits, identity verification rules, and fraud prevention. Additional topics include overpayment recovery, staffing challenges, long-term funding concerns, and recent benefit changes affecting public workers. The focus is on helping beneficiaries understand payment timing, system changes, and what to watch as the new year begins.
🆓Help finding a Medicare plan is ALWAYS FREE! Call 615-639-1937 for our Medicare partner, Chapter Medicare or click here
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Teaching Lesson – Teaching lesson plans related to this lesson.
Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
If you need help with Medicare, please contact Medicare, your local State Health Insurance Program (SHIP), your current Medicare insurance agent/broker/plan, or feel free to contact my Medicare partner, Chapter, at 615-639-1937. Chapter: Memoir, Inc. d/b/a Chapter is a privately-owned, data and technology-enabled advisory that helps older Americans navigate retirement. Insurance agency services are provided by Chapter Advisory, LLC, a licensed health insurance agency and wholly owned subsidiary of Memoir, Inc. In California, Chapter Advisory, LLC does business as Chapter Insurance Services (Lic. No. 6003691).
Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan’s contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don’t directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Learn how ACA tax credits affect health insurance costs and why their expiration matters to your coverage and budget. Learn what rising premiums mean, who may be impacted, and why healthcare affordability remains a major issue.
This update covers the expiration of ACA tax credits, rising health insurance costs, and how Congress inaction affects coverage affordability. Topics include health insurance premiums, ACA subsidies, uninsured rates, healthcare affordability, and the impact on families, self employed workers, and early retirees. It also explains political disagreements, policy decisions, and how hospitals and clinics may be affected. Viewers will learn how health insurance costs change, why coverage becomes harder to afford, and what options people may consider when premiums rise. The focus stays on practical understanding, real life impact, and why healthcare affordability matters to everyday households.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn what President Trump announced during his year-end address to the nation about new stimulus checks, tax changes, and interest rates. Learn how these announcements could affect Social Security, savings, and household finances going into 2026.
This explains the major financial topics announced during President Trump’s year-end address to the nation, including new government checks, upcoming tax changes, and shifts in interest rate policy. You’ll learn who qualifies for newly announced checks, how one-time payments differ from ongoing benefits, and why funding sources like tariffs and budget savings matter. It also covers tax changes tied to the One Big Beautiful Bill, what could affect refunds in 2026, and why withholding matters for retirees and Social Security recipients. The summary breaks down Federal Reserve leadership changes, lower interest rates, and how they impact mortgages, savings, and fixed income. It also compares national economic data with real-world costs many seniors still face
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn why Venezuela has become a major focus for U.S. policy and how oil, migration, and power shape these decisions. Learn how these global moves can influence prices, stability, and economic confidence.
This update explains why President Trump is confronting Venezuela and why it matters beyond politics. You’ll learn how oil reserves, sanctions, migration pressure, drug enforcement claims, and military buildup all connect to rising global tension. The focus is on how foreign policy decisions can influence energy prices, inflation, economic stability, and regional security. The topic also explores legal concerns, international reactions, and the risks of escalation. By understanding these themes, you gain clearer insight into how global power struggles can quietly affect everyday life, markets, and long-term stability.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
Learn why Obamacare health insurance costs are rising in January and how Congress and President Trump’s administration are influencing these changes. Learn how expiring subsidies, insurer pricing decisions, and Washington gridlock could affect what you pay.
This content explains why Obamacare health insurance costs are rising in January and how decisions being made in Congress and under President Trump’s administration are affecting premiums for individuals and families. You’ll learn what Obamacare subsidies are, why they are expiring, and how ongoing debates in Washington are creating uncertainty for health insurance pricing. The topics include how insurers set prices, why costs are increasing all at once, and how income, age, and household size affect premiums. It also covers why January is a critical deadline, how Trump-era health policy decisions and congressional gridlock impact household budgets, and what this means for people relying on Obamacare coverage.
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Money Instructor does not provide tax, legal, or investment advice. This material has been prepared for educational and informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice. You should consult your own tax, legal, and investment advisors regarding your own financial situation. Although the information has been researched and vetted beforehand, it may not be current at the time of viewing. Please note, the context of financial investments can be complex and dynamic, necessitating professional advice tailored to your unique circumstances.
