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Personal Finance

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

Taxes

  • Collect next year's tax refund now

    More than 100 million Americans will receive tax refunds from the IRS this year. If you're one of them, here's a simple step you can take so that next year you don't have to wait to get your own money back.
  • 3 steps to easier taxes next year

    Now that April 15 is behind us, you probably don't want to think about taxes, but don't wait to start preparing for next year. Here are three steps you can take to make tax time a little easier next April.
  • How to spend that tax refund

    If you're getting a tax refund and wondering what to do with it, you'll want to keep it simple and use it to improve – not damage – your personal finances. Here are some ideas to consider.
  • IRA rollover ruling stuns advisers and savers

    A new tax court ruling on IRA rollovers directly contradicts guidelines advisers and taxpayers have been following for 20 years.

College

  • How to weigh student aid offers

    College acceptance letters are now rolling in. As you sort through the accompanying financial-aid award packages, keep in mind: Bigger isn't always better. Here's how to weigh the costs and awards to make the best choice.
  • College aid for the affluent

    Most affluent families don't qualify for financial aid for college. But there are several moves parents with above-average income can make that could result in a lower tuition bill.
  • How to spend for college

    Parents who have a significant amount saved for college may have funds spread over several accounts. The question becomes: Which money to use when?
  • Young adults' 4 top money mistakes

    Gaining financial independence is often a tricky proposition for 20-somethings. To help your kids or grandkids meet their long-term goals, here are four money mistakes to watch out for.

Financial Planning

  • How to spend that tax refund

    If you're getting a tax refund and wondering what to do with it, you'll want to keep it simple and use it to improve – not damage – your personal finances. Here are some ideas to consider.
  • 7 deadly sins of investing

    These familiar human foibles may show themselves in any area of life – including finances. See how they can throw you off and learn how to get yourself back on track.
  • Homebuyers getting priced out

    Home prices and mortgage rates are both on the rise, leaving prospective buyers increasingly frustrated. Even those who have no problem affording a home are having a hard time closing the deal.
  • Will credit increase hurt my score?

    Yes, the mortgage interest deduction is a nice bonus. But it shouldn't be the primary reason to get a home or hold on to the loan if you can afford to pay it off early.

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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.
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