Personal Finance
Help with taxes, saving for college and other financial planning issues.
Infographic
Top 10 changes to your 2018 tax return
- Kiplinger
- - 02/13/2019
Recent tax law changes could dramatically affect how much you'll pay in taxes — or the size of your refund. In this guide, you'll discover 10 changes that will significantly alter the return you file this spring.
News Article
How to take advantage of higher CD rates
- By Ann Carrns,
- The New York Times News Service
- - 03/08/2019
If you’re worried your savings will miss out if interest rates keep going up, you could put your cash in a number of CDs with different maturities in a process known as ‘laddering.’
Infographic
Test your knowledge of wills and estates
- Kiplinger
- - 03/20/2019
Take this quiz to see if your ideas about the estate-planning process are accurate.
Taxes
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Tax records checklist: What to keep, and for how long
What's the general rule of thumb for keeping tax records? Read this infographic for a detailed timeline. -
Strategies for handling an inheritance
When a relative leaves you a portion of their estate, it can take many forms—cash, real estate, investments or retirement accounts. Each one comes with its own set of rules and taxes. -
How 11 types of retirement income get taxed
Do yourself a favor before you retire and take a look at the federal income taxes you’re likely to face on 11 common sources of retirement income. -
How investors can still save at tax time
As April 15 gets closer, it’s a good time to review your finances and still find ways to trim your 2018 tax bill, even under the new rules. Consider these five strategies that you may be able to use now.
College
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How to interpret a college financial aid letter
Is it a grant or a loan? Is that loan public or private? College financial aid letters are notoriously hard to decipher. We'll walk you through one. -
Pros and cons of 529 college savings plans
If your kids are going to college, it's time to educate yourself about your financial options. Popular 529 plans have many advantages, but they also come with caveats. -
Watch the fees on your 529 college savings plan
They’re one of the most popular ways to help fund your child’s education, and as 529 plans get even more widespread, investors want to take a closer look at what brokers are charging you. -
Using a 529 to pay for continuing education
If you’re thinking of going back to school, tuition, fees, and book and software costs for eligible schools can be deducted from a 529 plan, even if you’re not going for a full degree.
Financial Planning
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How to interpret a college financial aid letter
Is it a grant or a loan? Is that loan public or private? College financial aid letters are notoriously hard to decipher. We'll walk you through one. -
The No. 1 question Americans ask about retirement
In honor of April, which is financial literacy month, Google unveiled the 10 questions that Americans ask most about retirement. -
Why you may want to tap your Roth IRA last
The order in which you use your retirement accounts can have a significant tax impact. The right sequence can save you thousands of dollars with your Roth bringing up the rear. -
Counting on your home to finance retirement
People are entering—and living in—retirement with record levels of debt. Whether that's a smart strategy or recipe for disaster depends on many factors.
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