Personal Finance
Help with taxes, saving for college and other financial planning issues.
News Article
Protecting yourself after Marriott's data breach
- By Hamza Shaban,
- The Washington Post
- - 11/30/2018
Marriott International says the personal information of up to 500 million guests may have been stolen after hackers got into its Starwood database. Here's how you can protect yourself now.
News Article
Using savings bonds to pay for college
- By Chana R. Schoenberger,
- The Wall Street Journal
- - 11/04/2018
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.
News Article
10 of the most common HSA myths
- By Kimberly Lankford,
- Kiplinger
- - 11/02/2018
When you're choosing medical coverage, a health savings account can offer significant tax benefits, but there are a lot of misconceptions about how they work. Here are 10 myths — and their realities.
Taxes
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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
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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
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Holiday shopping season off to a strong start
Early tallies of Black Friday and Cyber Monday show that holiday shoppers are opening their wallets. Expectations are high for this year so retailers will have to maintain that momentum through December. -
How behavioral finance affects retirement savings
One expert explains why investor behavior is a better predictor of wealth creation than fund selection or market timing. -
Making grandkids part of your inheritance plan
When it's time to create an estate plan, many people want to include their grandchildren. But family dynamics can get complicated, so make sure you've worked it out with their parents. -
Tax-smart ways to give to charities now
This infographic illustrates three tax-savvy approaches to maximize the impact of giving to the causes you care about most.
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