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When Are Estimated Tax Payments Due in 2023?
Tax Deadlines You make estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor Last updated
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States Sending 'Stimulus' Checks in 2023
Rebate Checks Some people are receiving one-time state rebate checks in 2023. Is your state sending money soon?
By Kelley R. Taylor Last updated
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Can I Stop Social Security and Restart it Later?
This articles explains what is required to stop and restart Social Security and details how to do it.
By Jacob Wolinsky Published
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Six Estate Planning Tips for Younger Generations
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
By David Weinstock, CFP®, AEP®, CPA Published
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Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
By Kelley R. Taylor Last updated
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W-4 Form: Extra Withholding, Exemptions, and Other Things Workers Need to Know
Tax forms Knowing how the IRS Form W-4 form works can help with new jobs, tax refunds, and avoiding estimated tax payments.
By Rocky Mengle Last updated
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Medicare Open Enrollment Is Ending Soon
Medicare During this period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
By Donna LeValley Last updated
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What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart Last updated
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Income related monthly adjustment amount (IRMAA) for 2024 Medicare Part B & Part D Premiums
IRMAA for 2024 Medicare Part B and Part D Premiums
By Donna LeValley Last updated
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Best States for Middle-Class Families Who Hate Paying Taxes
State Taxes Here are the best states for middle-class families with "middle incomes" (due to low tax burdens).
By Katelyn Washington Last updated
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10 Things To Know About Buying A Vacation Home
Ten things people should know about the implications of buying a second or vacation home.
By David Rodeck Last updated
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10 States With the Highest Gas Taxes
State Tax Skip the fill-up in these states with the highest gas taxes to save money on your next road trip. Sometimes, crossing state lines is all it takes to spend less.
By Katelyn Washington Last updated
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What to Expect When Applying for a Mortgage Loan
real estate Ready to buy a home? First, you'll need to get approved for a mortgage loan.
By Erin Bendig Last updated
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The Extra Standard Deduction for People Age 65 and Older
Tax Deductions The extra standard deduction can help older adults reduce their taxable income.
By Kelley R. Taylor Last updated
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The Best Travel Rewards Credit Cards for You
credit cards Business road warriors and leisure travelers can use travel rewards credit cards to turn miles logged into other things — including more travel.
By Lisa Gerstner Last updated
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9 Things You Must Know About Retiring to Arizona
retirement The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this southwestern state.
By Bob Niedt Last updated
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Tax Plans of the 2024 Presidential Candidates
Tax Letter Joy Taylor reviews the tax plans of the 2024 election candidates. With a raft of tax provisions due to expire in 2025, the tax stakes couldn't be higher.
By Joy Taylor Published
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Year-End Tax Planning for a Financially Healthier Retirement
Getting your tax ducks in a row for the end of the year can decrease your tax liability and make the most of your income, now and in retirement.
By Ryan Marston, Investment Adviser Representative Published
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Where to Start Financially After a Life-Changing Diagnosis
Dealing with an illness, yours or your child’s or that of another loved one, is hard enough without adding financial duress. Here are some considerations and suggestions for covering expenses.
By Stephen B. Dunbar III, JD, CLU Published
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Raising Your Credit Score Could Lower Your Mortgage Rate
Did you know that raising your credit score could get save you money on your mortgage? Our guide to how it works.
By Erin Bendig Last updated
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Five Big Steps to Buying Your First Home
real estate We told you how to prepare years ahead of your first home purchase. Now here is how to close the deal.
By Andrea Browne Taylor Last updated
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Four Smart Steps To Take Before Buying Your First Home
home Buying your first home can be daunting. Here are four things you need to do years before you start house-hunting to prepare financially for the biggest purchase of your life.
By Andrea Browne Taylor Last updated
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What Is Home Equity?
Your house is more than a place to hang your hat. It’s also a long-term investment.
By Donna LeValley Last updated
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8 Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt Last updated
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Score a Free iPhone or Other Apple Product with Chase Credit Card Rewards Points
Chase credit card customers can get a free iPhone, iMac or other Apple product for less points, now through November.
By Ellen Kennedy Last updated
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How to Declutter Your Home If You're Moving or Downsizing
Planning to declutter your home — whether you're moving or downsizing — can be overwhelming. Here's how to do it.
By Dawn Wotapka Last updated
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IRA Rollover Rules: What You Need to Know
Tax Letter Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.
By Joy Taylor Published
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Nine Financial Tips These Experts Wish They Knew a Long Time Ago
Would you have made different decisions with the knowledge you have now?
By Kiplinger Advisor Collective Published
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How Controlling Your Living Expenses Can Lead to Financial Freedom
What should you consider in coming up with your living expense level?
By Mario Hernandez Published