Taxes

Understanding taxes is key to managing your finances effectively and avoiding surprises during tax season. From income tax and deductions to credits and filing requirements, having a basic knowledge of the tax system helps you make informed decisions that can maximize your refunds and minimize liabilities.

At FinPath, we make taxes easier to understand and help you implement strategies to optimize your financial outcomes, ensuring you keep more of what you earn while staying compliant.

Note: For tax advisory or investment advice, we recommend working with your tax professional or financial advisor

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What tax deductions am I eligible for?

Common deductions include mortgage interest, student loan interest, medical expenses, and contributions to retirement accounts such as 401(k)s and IRAs.

When should I start preparing for tax season?

It’s best to organize your documents and review your tax situation throughout the year to ensure you’re maximizing deductions and staying compliant with tax laws.

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Why FinPath Coaching?

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Financial wellness is a journey. Your coach will guide you.

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Powerful online tools help you budget, reduce debt, & more.

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Participate in financial education courses led by our instructors.

Frequently Asked Questions

Am I eligible for FinPath?

FinPath is an employer-paid financial wellness benefit, provided at no cost to you. You will receive information via your employer and FinPath communications about our program and how you can take advantage of financial coaching and financial tools.

How do I register?

You can register for your account at www.finpathwellness.com. Click Register and enter your designated work email to initiate the process.

What if I don't get a registration email?

If you don’t receive a registration email in your inbox, you can contact our customer service team at 833-777-6545. We will confirm your eligibility and resend the email for you.

Can my employer see my information?

Your employer or co-workers will not see any of your information. Any information or conversations shared with FinPath or FinPath Coaches are completely confidential.

What does a Financial Coach do?

A Financial Coach helps you understand the basics of money management. This includes budgeting, managing debt, dealing with debt collection, and setting retirement goals. We’re here to make these concepts easy to understand and put you in control of your finances.

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