This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

This is Sean Wilson, a Certified Financial Planner based in Calgary, Alberta.

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Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

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Discover the basics of how the IRS tax refund works. Learn strategies for maximizing them and tips on how to use them wisely.

Steve Dean is the chief investment officer at Compound Planning, a $2.5 billion digital family office and tech-enabled RIA.