Personal Finance
Help with taxes, saving for college and other financial planning issues.
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News Article
7 steps to a successful encore career
- By Jay MacDonald,
- Bankrate.com
- - 02/12/2015
For baby boomers planning "encore" careers, there are considerations which, left unaddressed, could scuttle your plans. Here are seven steps to a successful sequel.
News Article
What to expect this tax season
- By Jonnelle Marte,
- The Washington Post
- - 01/19/2015
The tax filing season started on time this year — despite worries about last-minute changes made in 2014 — but you should still brace for delays and complications. Here's what's in store.
News Article
7 secrets to creating a budget
- By Shelly K. Schwartz,
- Bankrate.com
- - 01/14/2015
You'd never set out on a cross-country road trip without consulting a map. Likewise, you can't expect to reach your financial goals without developing a plan for spending and saving.
Financial Planning
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The debit vs. credit debate: Which is best?
As Americans make a growing number of purchases with plastic, the debate over which is a better form of payment – debit or credit – rages on. Here are the pros and cons of both. -
How to give your home to your children tax-free
There are several ways to give a home to your child. And a few are tax-free. But in order for the transaction to work properly, you've got to plan ahead. Here is a rundown of your options. -
When seniors struggle with debt
The percentage of older Americans carrying debt has increased markedly in the past couple of decades. But the news for seniors isn't all bad, and some debt may be good. -
Updating estate plans after a divorce
If you recently got divorced, make sure your will, beneficiary designations and other financial arrangements reflect your current wishes.
Taxes
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What you should know about funding IRA accounts
You can make 2014 contributions to your IRA as late as April 15. But why wait? Here are seven ways to start funding your account now. -
How to give your home to your children tax-free
There are several ways to give a home to your child. And a few are tax-free. But in order for the transaction to work properly, you've got to plan ahead. Here is a rundown of your options. -
10 unusual state taxes from around the U.S.
The American tax system is very large, very complex, and sometimes very strange. Here are the 10 oddest ways some state governments tax – or don't tax – their citizens. -
Get next year's tax refund now
Even though we dread filing our taxes, many of us celebrate when we get a refund. Instead of lending that money to the government until next year, here's how you can get it in every paycheck now.
College
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Why college sophomores pay more
Families receiving college financial aid offers this spring should be aware that what they see this year may not be what they get next year. Here's why college sophomores often end up paying more. -
College debt is the hardest to pay off
Even as Americans dutifully pay down their credit cards and mortgages, they are having a tougher time with their rapidly rising student loan burden. Here's how the debt stacks up. -
The best ways to save for college
Not sure how to save for college? Instead of considering one savings vehicle, try combining a few of them for the maximum benefit. Here's how. -
The tax-smart way to use 529 funds
If you have a college-tuition bill coming due this year and plan to pay it all with money from a 529 savings account, you might be missing out on valuable tax benefits.
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Fidelity Viewpoints®
Links provided by Fidelity Brokerage Services
Viewpoints articles provide Fidelity's perspective on personal finance topics.
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.
These 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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