Personal Finance
Help with taxes, saving for college and other financial planning issues.
News Article
Student loans may see record low rates
- By Ann Carrns,
- The New York Times News Service
- - 05/22/2020
If you're looking for positives in the current economic turmoil, the interest rate on new federal student loans is expected to drop to a 15-year low this summer.
News Article
Keep these things in a safe deposit box
- By Bob Niedt,
- Kiplinger
- - 06/01/2020
Even in the digital age, there are still a number of documents and keepsakes you’ll want to protect. Here are 11 things you might consider putting in a safe deposit box.
News Article
Family loans and taxes: What to know
- By Laura Saunders,
- The Wall Street Journal
- - 05/11/2020
You may have a loved one who could use a little help because of the coronavirus pandemic. If you're going to lend them money, do note that there are strict tax rules.
News Article
Including digital assets in your estate plans
- By Cheryl Winokur Munk,
- The Wall Street Journal
Among other things, beneficiaries can be blocked from accessing accounts and credit-card points and frequent-flier miles may be lost. Here's some advice for creating an estate plan for digital assets.
News Article
Putting values at the center of wealth planning
- By Sarah Max,
- Barron's
- - 05/22/2020
Values determine how we manage our time and money. Families that don't talk about what they value and why could end up making bad financial decisions.
Taxes
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Finding a financial planner you can trust
When times are uncertain, it could pay to seek professional guidance. A financial planner can help, but it's essential to choose one who puts your interests first. -
Retirees, don't miss these tax breaks
When you're on a fixed income, it's vital to employ every tax break that can save money on your return. Here's a list of all the breaks you don't want to let slip by. -
How unemployment benefits are taxed
If you're among the millions of Americans receiving jobless benefits, keep in mind that they still get taxed. Here's how you can avoid any unpleasant surprises when you file. -
A new tax-smart IRA donation strategy
New rules for required minimum distributions could make you rethink your plans for charitable giving. Here's how to do it and possibly maximize the tax benefits.
College
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How to get help with student debt
Many Americans are struggling with paying back student loans right now. The good news is that there are many resources to help provide relief. -
You can appeal a financial-aid decision
Colleges are mailing out their award letters, and you may not be happy with how much money your kids got. If you’re thinking about appealing, here are a few steps to take. -
Sky-high costs are raising a lot of questions about the worth of a college degree. One expert on the economics of higher education weighs in on its true value.
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Decoding a financial aid letter
Any parent who’s had to decipher an offer for financial aid can tell you it’s not easy. Here are a few strategies to help parse it out and make the most of what you’re getting.
Financial Planning
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Finding a financial planner you can trust
When times are uncertain, it could pay to seek professional guidance. A financial planner can help, but it's essential to choose one who puts your interests first. -
The coronavirus pandemic has made it even more important for you to have three key health-related documents in order: a living will, a health care proxy, and HIPAA authorization.
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A guide to financial advisor fees
You may be thinking about consulting a professional to help make the most of your finances. But different advisors charge different fees. Here’s what they look like. -
Smart ways to weather a financial shock
Unexpected expenses are inevitable, but careful planning can help you navigate through hardship. Here are six practical steps toward financial relief.
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