• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Personal Finance

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

Financial Planning

  • The risk of selling your life insurance policy

    Seniors who sell their life insurance policies to investors typically get only a fraction of the value.
  • What we teach kids about money

    Parents often underestimate the influence they have on their children when it comes to teaching them about managing money. And some of the most powerful lessons are taught by example.
  • What baseball teaches us about finances

    Personal finance experts identify the top parallels between these finances and baseball. Consider the many lessons the game can teach you about how to manage your money.
  • 10 states where taxes are going up

    From Gucci bags to soft drinks, some states are raising taxes. Due to tight budgets after years of recession and slow recovery, statehouses are turning to tax hikes to make up for the shortfalls.

Taxes

  • Why you might owe estate taxes

    Even if you aren't exposed to the federal estate tax, you may still be exposed to estate taxes, depending on which state you live in.
  • 10 states where taxes are going up

    From Gucci bags to soft drinks, some states are raising taxes. Due to tight budgets after years of recession and slow recovery, statehouses are turning to tax hikes to make up for the shortfalls.
  • 4 mistakes to avoid with stock options

    If you are awarded company stock options, read the fine print or you may end up with a big tax hit, excess risk or losing the right to exercise the options altogether. Four things to keep in mind.
  • How to handle a cash windfall intelligently

    If you're lucky enough to get a cash windfall, the last thing you should do is squander it. Before you start spending, get some solid advice on how to spend it the right way.

College

  • Parents spending more on college

    The average amount spent on college education in the United States jumped for the first time in five years as parents spent more, but worried less about their own jobs and the job market for college grads.
  • A key issue for college loan co-signers

    Co-signing a private loan can help secure needed financing to pay for college. It also helps assure the lender that the loan will be repaid. But being released from the financial obligation down the line can be a challenge.
  • College: How grandparents can help

    Helping your grandchildren pay for college is a priceless gift. But before you write that check, it pays to know the rules governing college aid and the impact on your tax bill.
  • Do student loans aid tuition hikes?

    Student loan originations have more than doubled since 2000, and college tuition hikes haven't been far behind. But is there a link between easy money for college and higher tuition? The Fed takes a look.
close

Published by Fidelity Interactive Content Services

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.
close

Links provided by Fidelity Brokerage Services

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.
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.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.