Personal Finance

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

Taxes

  • Making your college tax breaks count

    If there’s one good thing that comes from all that tuition you may be paying, it’s tax breaks. Here are a number of steps you can take before the year ends to make sure you get the most out of them.
  • Big stock buybacks from big tech

    The five U.S. tech companies with the most cash on hand have been capitalizing on corporate tax reform, repurchasing more than $115 billion dollars of their own shares in the first nine months of 2018.
  • What's on Wall Street's post-election plate

    Now that the midterms are finally over, investors can get back to worrying about two of the big issues that are concerning them most: interest rates hikes from the Fed and the increasing trade battle with China.
  • Consider taxes when you're gifting stock

    If you give your son or daughter shares that appreciate in value over the years, they could get stuck with a sizeable capital gains tax bill. But the situation is different if the assets are inherited.

College

  • Making your college tax breaks count

    If there’s one good thing that comes from all that tuition you may be paying, it’s tax breaks. Here are a number of steps you can take before the year ends to make sure you get the most out of them.
  • Using savings bonds to pay for college

    You can use Series EE savings bonds to help pay for your child’s university costs, but there are specific tax implications to keep in mind. Here are all the things you may want to know.
  • Lower fees for state 529 college savings plans

    It's one of the best ways to save for your children's education, and now an annual report says that many state-run 529 plans are becoming more attractive by significantly reducing fees.
  • How early admission affects financial aid

    This November, many college applicants will start applying for early admission. While that can give them a leg up in the school of their choice, the process also comes with its own set of financial aid rules.

Financial Planning