Personal Finance
Recently featured college planning, healthcare savings and tax articles, selected by our financial news editors
News Article
How to keep a scholarship from reducing financial aid
- By Cheryl Winokur Munk,
- The Wall Street Journal
- - 07/01/2021
Many schools routinely adjust financial-aid offers based on outside awards, which could mean lowering or even taking away need-based aid they’ve already offered.
News Article
Ask yourself these questions before you write a living will
- By Emma Kerr,
- U.S. News & World Report
- - 06/15/2021
It’s one of the most important estate planning documents you can have, and it can ensure your medical wishes are followed. Here’s what you should know about a living will.
News Article
It’s a good time to give yourself a midyear money checkup
- Fidelity Viewpoints
- - 06/16/2021
From saving for retirement to everyday housekeeping, summer is a great opportunity to take a look at where your finances stand. Here are five things to review right now.
News Article
How to take some of the stress out of college search season
- By Susan Paterno,
- Forbes
- - 06/17/2021
College admissions can be confusing and frustrating for families on the hunt for the right school. These five strategies can take some of the guesswork out of your selection.
Infographic
Why home sale prices are going up, and how long it's expected to last
- By Zach Wichter,
- Bankrate.com
- - 05/04/2021
An unprecedented shortage of available homes for sale and low mortgage rates have been pushing property prices higher. Consider these strategies to make yourself a more competitive buyer in the current market.
Taxes
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How to get ahead of a few surprises that can happen after you retire
Some expenses are truly unpredictable, but you can take steps to prepare for them. Knowing how to manage these three things can save you a lot of trouble and money. -
The greatest wealth transfer in modern history may have begun
Government data shows Americans 70 and older had a net worth of nearly $35 trillion. Now they’re starting to dole it out to the heirs, sparking a wave of economic activity. -
‘Gift-splitting’ could help married couples ease their tax burden
Just like filing a joint return, federal law allows you and your partner to share gift-tax exemptions. It can get complicated, though, so here’s what you should know. -
More than a dozen states tax your Social Security benefits. Here’s the list.
Not only does the federal government want a piece of your retirement income, but so do many states. These 13 can tack additional taxes onto your Social Security benefits.
College
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How to keep a scholarship from reducing financial aid
Many schools routinely adjust financial-aid offers based on outside awards, which could mean lowering or even taking away need-based aid they’ve already offered. -
How to take some of the stress out of college search season
College admissions can be confusing and frustrating for families on the hunt for the right school. These five strategies can take some of the guesswork out of your selection. -
A college savings plan that may also be a flexible estate-planning tool
You might think 529 education-savings plans can only be used to pay for school. But they can also be a tax-friendly way to transfer wealth to your heirs. Here’s how. -
Saving for college: 529 vs. a Roth child IRA
A 529 plan may be one of the best ways to save for your kids’ education, but there are other options. Here’s when opening a Roth Child IRA might make sense instead.
Financial Planning
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The greatest wealth transfer in modern history may have begun
Government data shows Americans 70 and older had a net worth of nearly $35 trillion. Now they’re starting to dole it out to the heirs, sparking a wave of economic activity. -
‘Gift-splitting’ could help married couples ease their tax burden
Just like filing a joint return, federal law allows you and your partner to share gift-tax exemptions. It can get complicated, though, so here’s what you should know. -
Financial advisors have to disclose important information. What you need to know.
You really want to find out everything you can about the person who’s managing your money. The process, however, may be not be as straightforward as you’d like. -
Webinar: How to get yourself started on a financial to-do list
If you’ve decided to take a close look at your finances to get them in order, it’s hard to know where to begin. Here are a few suggestions on some first steps to take.
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