Personal Finance

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

Taxes

  • How different types of retirement income are taxed

    One of the biggest mistakes retirees make when calculating their expenses is forgetting how big a bite taxes can take. How you tap your accounts can make a difference in your tax tab.
  • 7 ways to get organized for tax season

    With holiday season now in the rear-view mirror, it's time to focus on tax season. Get a jump-start with these tips to cut your tax bill, file early and make the whole process less burdensome.
  • 7 tax forms that can increase your tax bill

    The upcoming blizzard of 1099 tax forms can trip up the unwary. The IRS gets a copy of every one of the forms, and these tips can help you avoid making costly missteps.
  • Trump's team ponders tariffs

    President-elect Donald Trump's transition team is pondering an early executive action to impose tariffs on foreign imports, according to CNN.

College

  • Retired and still paying back student loans

    More people over 65 are dealing with student loan debt than ever before, according to a new government report. Some who have had their wages garnished for years now face reduced Social Security payments.
  • 4 things to know about 529 plan withdrawals

    As savers think about taking money out of 529 college savings plans, they need to realize that the story on withdrawals can be a bit complex. Here are four things you should know.
  • College graduates have choices when the bills start to arrive

    As the end of the year brings the holidays, this year's college graduates will be getting their first student loan bills. Borrowers who find the loan payments a stretch have some options.
  • Give the gift of college this year

    More parents are saving for their children's college education, but they could still use some help. Grandparents and other relatives may want to consider giving the gift of college this year.

Financial Planning

  • 7 resolutions to get your finances in order in 2017

    More than a third of Americans say they're making money resolutions for the new year, and nearly half say they achieved their goals last year. These resolutions can help you improve your finances in 2017.
  • 5 mistakes Americans make with their money

    Many Americans still have a long way to go when it comes to understanding and managing money. Across the country, many are struggling to stick with basic and healthy financial habits.
  • How to make tax-friendly charitable gifts now

    If you’re feeling generous at this time of year, you’re not alone. Nearly a third of all giving occurs in December, much of it in the last days of the year. These tips can help.
  • 4 money lessons from the ultra-wealthy

    The ultra-wealthy may share many of the same problems as investors with lower balances, but their approach makes a difference. Here are four key financial lessons.