Personal Finance

Financial tips for moms

Four financial tips for moms

Just as you take care of your family, you need to take care of yourself. And that applies to financial matters.

Put your tax returns to work

Your 2015 return can help you identify tax-smart strategies for 2016. Here are some key things to do.

A graduate’s guide to money

It's critical to learn money basics before you make a misstep. Learn how to get taxes, debt, and savings right, early.

Five ways to protect what's yours

Why it’s important to keep key documents and beneficiaries in order—in case something should happen.

Wealth Planning

Prevent financial elder abuse

Whether you're an elder or the adult child of one, communication with your family and a plan can minimize risk.

Wealth transfer checklist

Four steps to help you plan for the transfer of wealth and your values to loved ones.

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Life and Money

Divorce dos and don’ts

Divorce is a financial challenge at any age, but when its later in life, it’s critical to protect and plan.

Raising a saver

Teaching kids financial values early can help promote good spending and savings habits throughout life.

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Tax Strategies

Ten last-minute tax tips

Get some tips and reminders that might allow you to save time, avoid mistakes, and maybe lower your taxes.

The AMT and you

Carefully managing deductions and income may enable you to reduce exposure to the alternative minimum tax.

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Health Care and Wellness

Choosing health insurance

Six key questions to answer to help you decide whether to use health care exchanges to purchase health insurance.

Retiree health costs

We estimate a couple may spend $245,000 on health care in retirement, up $25,000 from 2014.

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College Planning

Affording college

Think realistically about how much you can pay, and get creative in making your choice work for your family.

Smart 529 spending

The right way reduces taxes, avoids penalties, and doesn’t jeopardize financial aid.

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