Personal Finance
Recently featured college planning, healthcare savings and tax articles, selected by our financial news editors
News Article
Here's how life insurance payouts work
- By Mary Van Keuren,
- Bankrate.com
- - 01/20/2021
Whether you're the owner or beneficiary of a life insurance policy, you should know exactly what happens at the end of its lifespan. This guide can give you a better understanding.
Infographic
How much savings to have at every age
- By Susannah Snider,
- U.S. News & World Report
How do you know if you're on track with your savings? If you're looking for some rules of thumb and a sense of how you measure up against other savers, here's what to know.
News Article
Taking a reflective look at aging
- By Dr. Timothy Habbershon and Tobias Donath,
- Fidelity Viewpoints
- - 01/04/2021
No matter how old you are, there’s always an opportunity to talk to your family about money, wealth and planning for everyone’s future. Here are five topics for reflection.
Infographic
Financial resolutions for the new year
- Kiplinger
- - 01/11/2021
Plan for the new year with some smart moves to help improve your financial health and security.
News Article
What to know before opening a Roth IRA
- By Emily Brandon,
- U.S. News & World Report
- - 12/14/2020
If you're looking for tax-free retirement income, a Roth IRA can be a great option. It's not for everyone, however. Read on to see if a Roth is the right choice for you.
Taxes
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How to prepare for higher taxes
President Biden has made it clear he expects to raise some taxes. Any hike remains to be seen, but now may be a better time to pay since you already know the rates. -
A few questions to ask before you file taxes
The April 15 deadline for 2020 returns will get here sooner than you think, so it pays to be prepared. Here are answers to some current questions about filing. -
Estate tax changes may be coming
A new administration in Washington always comes with new tax policy. Here’s a look at what you might expect for estate taxes now that the Democrats are in control. -
Here’s when you can file your 2020 taxes
The IRS says it’s going to need a little extra time to prepare for this year’s tax season, so it won’t start accepting returns until a few weeks later than normal.
College
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FAFSA changes could reduce college aid
A shorter version of the federal student aid form hopes to get more families to apply, but changes to its underlying formula could lower the amount of aid for some. -
2020 is different for student loan payments
College graduates typically begin paying back their loans in November. Because of the pandemic, however, many borrowers have been given a temporary reprieve. -
An alternative to the 529 savings plan
A 529 plan is one of the best ways to save for your kids' education, but it's not the only way. Coverdell Education Savings Accounts may offer an extra advantage. -
Predicting merit aid in the age of Covid
This year's financial aid season is like no other, especially for applicants who are seeking merit-based assistance. Here's how students and schools are trying to deal with it.
Financial Planning
-
Here’s when you can file your 2020 taxes
The IRS says it’s going to need a little extra time to prepare for this year’s tax season, so it won’t start accepting returns until a few weeks later than normal. -
Financial resolutions for the new year
Plan for the new year with some smart moves to help improve your financial health and security. -
Hiring an advisor if you're a retiree
The rules for retirement have changed a lot in the last few years. A financial advisor who focuses on older clients could help you navigate them. Here's what to look for. -
Taking a reflective look at aging
No matter how old you are, there’s always an opportunity to talk to your family about money, wealth and planning for everyone’s future. Here are five topics for reflection.
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