Personal Finance
Help with taxes, saving for college and other financial planning issues.
News Article
How to hold on to an inheritance
- By Susan B. Garland,
- The New York Times News Service
- - 09/20/2019
It's easy to think of an inheritance as free money, which is why many adults quickly spend it all. Here's how to step back, take a breath and calmly explore your options.
Infographic
- By Matthew Kassel,
- The Wall Street Journal
- - 09/22/2019
We're all doing more on our phones, and that includes banking. Much of your security depends on your bank, but there are steps you can take to keep your money safe.
Infographic
Scam economy costs older Americans billions
- By Catey Hill,
- Barron's
- - 09/28/2019
Scammers steal billions from older Americans each year. While many of us think we won't be the ones to get defrauded, experts say these criminals are getting more savvy. Here's how you can protect yourself.
News Article
Never keep these things in your wallet
- By Bob Niedt,
- Kiplinger
- - 09/12/2019
A lost wallet can be a gold mine for identity thieves. Consumer protection experts say you should immediately take these 10 things out and never carry them with you.
News Article
Find out which type of CD is best for you
- By Amanda Dixon,
- Bankrate.com
- - 08/30/2019
If you’re looking for a safe place to park your cash, but interest rates are falling, many specialized certificates of deposit offer greater flexibility for savers. Here’s a list.
Taxes
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How to hold on to an inheritance
It's easy to think of an inheritance as free money, which is why many adults quickly spend it all. Here's how to step back, take a breath and calmly explore your options. -
Looking past the next Fed meeting
Most everyone expects the Federal Reserve to cut interest rates by a quarter point when it meets this week. What matters more is its forecast for the future. -
Deduction limits affect residency in high-tax states
The limit on deductions for state income taxes and property taxes costs some taxpayers tens of thousands. -
You may be able to settle with the IRS
If you’re thinking of asking the IRS to settle for less than what you owe, it’s not an unreasonable request. Getting them to compromise isn’t easy, but it can be done. Here’s how.
College
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Employers match student loan payments with 401(k)
Many workers with student loans postpone saving for retirement. Now, a handful of companies are trying to prevent them from falling behind on retirement savings by matching their student-loan repayments with contributions to a 401(k) plan. -
4 documents for parents and college students
If you want to be able to step in and help your college-age children when needed, there’s some important medical and financial paperwork to keep on hand. -
How much do you know about 529 plans?
Basically, 529 plans provide a tax-advantaged way to save for college and other education expenses. But can you separate myth from fact when it comes to the details? Test yourself with this 10-question quiz. -
Families who want to limit their student-loan debt must be creative and question conventional wisdom. Here are a few options to consider, ranging from corporate tuition-reimbursement programs to shorter matriculation.
Financial Planning
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5 reports to watch this earnings season
Earnings season is coming up, and investors are nervous. Results from these five industrial companies could give you a good read on the health of the global economy. -
A few things to know about HSAs
If you have a high-deductible insurance plan, a health savings account can be a great way to pay for current or future medical expenses. Here’s how to shop around. -
Scam economy costs older Americans billions
Scammers steal billions from older Americans each year. While many of us think we won't be the ones to get defrauded, experts say these criminals are getting more savvy. Here's how you can protect yourself. -
Making seniors smarter about scammers
Older Americans are fleeced out of an estimated $37 billion a year. The first step to protecting yourself is education. These steps can help you be more secure.
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