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Personal Finance

Help with taxes, saving for college and other financial planning issues.

Financial Planning

  • What to consider before retiring abroad

    Don't let your financial life get lost in translation when planning to retire in a foreign land. Take these steps before you leave the U.S.
  • Why couples need to talk money

    Most couples claim to communicate well about money, but a recent survey shows that many people can't even say what their partner earns. Here's how to get the money conversation started.
  • Wages rise, but rainy-day funds lag

    Wages are on the rise, and many people are feeling better about their finances. Still, a record-high percentage of Americans aren't socking away money for life's unexpected crises.
  • 9 ways to raise money-smart kids

    Try to weave small financial lessons into everyday conversations, building up your children's money savvy with repetition and real-life examples.

Taxes

  • Tax complications for inherited IRAs

    Many heirs face steep tax bills, partly because some states levy their own estate tax — but mostly because of the income taxes due on inherited retirement accounts.
  • 8 smart mid-year tax moves

    Are you doing all you can to trim your 2015 tax bill? These eight ideas can help you assess where you stand now – and what you can do better as the year progresses.
  • What to do if you find a tax mistake

    The complex tax code means there is ample opportunity for tax-filing mistakes. Whether it means you'll owe more or get more back, if you find a mistake, here's how you can fix it.
  • Money habits of frugal millionaires

    The popular perception of millionaires may be that they are more ostentatious than frugal, but many millionaires are generally far more mindful about how they save, spend and invest their money.

College

  • Student loans that offer big savings

    Private student loans now offer more flexibility, lower rates and bigger savings down the line. For creditworthy applicants, they may just be a better deal than federal loans.
  • Economists forecast sunnier outlook for college grads

    Economic experts are overwhelmingly optimistic about job prospects for this year's class of college graduates, according to the Bankrate Economic Indicator survey. Here's what the survey revealed — and what it means for you.
  • Clearing up the confusion over 529s

    There are tax advantages to including 529 plans in your college financial plan. But some people are reluctant to use this savings vehicle because of misconceptions and misinformation.
  • Out of college and back at home

    College graduates – and their parents appear to be increasingly reluctant to cut the financial apron strings. More parents expect to support their children after college, a survey shows.
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Content for this page, unless otherwise indicated with a Fidelity pyramid logo, is published or selected by Fidelity Interactive Content Services LLC ("FICS"), a Fidelity company with main offices in New York, New York. All Web pages that are published by FICS will contain this legend. FICS was established to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications and FICS-created content. Content selected and published by FICS drawn from affiliated Fidelity companies is labeled as such. FICS selected content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third-party. Quotes are delayed unless otherwise noted. FICS is owned by FMR LLC and is an affiliate of Fidelity Brokerage Services LLC. Terms of use for Third-Party Content and Research.
fidelity-fbs-iconThese links are provided by Fidelity Brokerage Services LLC ("FBS") for educational and informational purposes only. FBS is responsible for the information contained in the links. FICS and FBS are seperate but affiliated companies and FICS is not involved in the preparation or selection of these links, nor does it explicitly or implicitly endorse or approve information contained in the links.
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