Personal Finance

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

Taxes

  • Last-minute tips to lower your tax bill

    This year, taxpayers have just a little bit more time to take steps to reduce the amount they have to pay on their 2016 taxes but you should act quickly.
  • How to spur more saving in health savings accounts

    While health savings accounts feature prominently in the health care reform bill being considered in Congress, the reality is that so far not many participants are actually saving money in the accounts. This step could change that.
  • Are taxes lurking in your tax-free account?

    Taxpayers should beware that as retirement accounts grow in size, so does the potential for taxes if they have investments in alternative assets.
  • Did you leave money at the IRS?

    The Internal Revenue Service is sitting on more than $1 billion in unclaimed tax returns for the 2013 tax year, and the three-year window to claim the money closes on April 18.

College

Financial Planning

  • Prepare these documents to help your family

    It's a chore no one likes to think about, but putting a power of attorney in place for medical and financial decisions will help your family should you become incapacitated.
  • Did you leave money at the IRS?

    The Internal Revenue Service is sitting on more than $1 billion in unclaimed tax returns for the 2013 tax year, and the three-year window to claim the money closes on April 18.
  • Making your refund work for you

    Nearly one out of three taxpayers will get a refund and spend it on day-to-day needs. If you're not missing the money, why not adjust your withholding and put it to better uses.
  • Credit card debt outweighs emergency savings

    Only 52 percent of Americans surveyed have more money in emergency savings than credit card debt. Millennials are in the biggest debt trouble, but many seniors have no emergency savings.