Personal Finance

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

Taxes

  • 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

  • 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.
  • The value of college today

    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.
  • 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

  • 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.
  • Updating a health care proxy

    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.
  • 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.