Personal Finance

Recently featured college planning, healthcare savings and tax articles, selected by our financial news editors

Taxes

  • 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

  • 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.