Personal Finance
Help with taxes, saving for college and other financial planning issues.
News Article
Preparing now for next year's taxes
- By Morris Armstrong,
- U.S. News & World Report
- - 09/01/2020
Filing your taxes will look a little different next year, and the IRS's latest changes will be reflected on your return's Form 1040. Here's what you may expect in 2021.
News Article
Tax breaks for homes you should know
- By Laura Saunders,
- The Wall Street Journal
- - 08/07/2020
Whether you’re a buyer, looking to renovate or working from home, there are many tax breaks to take advantage of. Here are a few answers to some common questions.
News Article
A college gap year could be costly
- By Lisa Beilfuss,
- Barron's
- - 07/29/2020
The coronavirus pandemic is forcing many students to reconsider going to school this fall. But new research shows that sitting out the next year might not be a good idea.
News Article
An easier way to picture your estate plan
- By Paul Sullivan,
- The New York Times News Service
- - 07/24/2020
If you're trying to figure out the best way to distribute your assets after you're gone, some wealth advisers recommend putting it all into an easy-to-read flow chart.
News Article
When to refinance your personal loan
- By Dr. Don Taylor,
- Bankrate.com
- - 07/29/2020
There are many different reasons why one might want to refinance a personal loan, but ideally you’ll obtain a new, better interest rate as part of the process. Here's when it makes sense.
Taxes
-
Preparing now for next year's taxes
Filing your taxes will look a little different next year, and the IRS's latest changes will be reflected on your return's Form 1040. Here's what you may expect in 2021. -
What payroll tax relief really means for you
Don't call President Trump's action to give Americans some fiscal relief a tax cut. It's actually a deferral of Social Security payroll taxes. Here's why that makes a difference. -
Tax breaks for homes you should know
Whether you’re a buyer, looking to renovate or working from home, there are many tax breaks to take advantage of. Here are a few answers to some common questions. -
Your Social Security can get taxed
If you have other sources of taxable income in retirement, there's a good chance the federal government will want to take more from your monthly Social Security check.
College
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Strategies for spending college savings
Schools are back in session, and it’s time to start taking out funds from your kids’ 529 savings plans. Here’s how you could make the most of your money. -
A new college bill: Coronavirus fees
Due to the Covid-19 pandemic, colleges are facing higher costs for screening, testing and campus safety. Many schools are passing them on to their students. -
Watch out for the 'indirect' costs of college
When you're calculating how much your kids' education will run to, there's going to be a lot more to consider than just the tuition and fees that get paid to their schools. -
College in the age of Covid-19
The coronavirus pandemic has transformed our higher-education system with students and families facing unprecedented challenges. Here's how to manage them.
Financial Planning
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A guide to dollar-cost averaging
It’s one of the simplest and most-effective strategies for long-term investors. Here’s a close look at what dollar-cost averaging is and how to make it work for you. -
How the 50/30/20 budget can work for you
The 50/30/20 rule is a budgeting rule of thumb that can help you make everyday spending decisions without having to track every penny you spend. Here's how it can work for you. -
College in the age of Covid-19
The coronavirus pandemic has transformed our higher-education system with students and families facing unprecedented challenges. Here's how to manage them. -
When to refinance your personal loan
There are many different reasons why one might want to refinance a personal loan, but ideally you’ll obtain a new, better interest rate as part of the process. Here's when it makes sense.
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