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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.
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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.
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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.
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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.
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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.
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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
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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).
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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?
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Six Ways to Prepare for Widowhood and Protect the Surviving Spouse
No one wants to have to plan for losing their spouse, but having plans in place and knowing what to do when the time comes can alleviate at least some of the stress.
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Creating a Blended Family? Three Key Steps to Consider
Blended families can make your finances and estate extra complicated, but you can head off some of those issues with careful planning.
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What is a 403(b) Retirement Plan?
Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
