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AI Tool Reviews

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Weekly roundup of what matters for your investments, without the jargon

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What to Expect

Here is a preview of what a typical TaxMaker newsletter looks like. Real insights, no filler.

Sample IssueEvery Tuesday
This Week in AI Finance
Volume 52 • 5 min read • March 12, 2026

Happy Tuesday! Here is what caught our attention this week:

Monarch Money Adds AI Insights

Monarch rolled out a new AI-powered "Ask Anything" feature that lets you query your finances in natural language. We tested it extensively — here is our verdict and whether it is worth the premium price...

Market Watch

S&P 500 hit new highs while bond yields remain elevated. Here is what it means for your portfolio allocation and whether you should rebalance...

Quick Tip of the Week

Tax-loss harvesting season is approaching. If you are using a robo-advisor without this feature, you might be leaving $500+ on the table. Here is how to check and what to do about it...

New on TaxMaker

We launched a new debt payoff calculator with both snowball and avalanche methods. See exactly how much interest you could save and when you will be debt-free...

That is all for this week! Reply to this email if you have questions or suggestions — I read every reply.

Popular Past Issues

March 2026

The Best Budgeting Apps of 2026 (After Testing 15+)

We spent 3 months testing every major budgeting app. Here is our definitive ranking.

February 2026

How to Actually Start Investing with $100

A step-by-step guide for complete beginners who want to start small.

January 2026

Tax-Loss Harvesting: Is It Worth Your Time?

We did the math on whether this popular strategy actually saves money.

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