Financial Planning

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Your Tax Return: ‘Just Tell Me Where to Sign’

Take the time to understand your tax return. It’s easier than you think.

7 Top Money Management Apps — Updated

Keeping a balanced budget can help you stay on track and sleep better at night. But if your money-management system requires sifting through piles of receipts and retrieving cash from various pockets and purses, it’s time to reconsider your...

IRA Accounts Are Tax-smart and Better Than Ever

Making meaningful contributions to IRAs has gotten a lot easier over the years. Back in 2002, annual contributions to a traditional or Roth IRA were limited to only $2,000. The opportunity to make deductible contributions to traditional IRAs was...

A Glossary of Basic Finance Terms: From ETF to Mutual Fund

You don’t have to be a finance whiz to manage your money well. But to truly have a handle on your finances and meet your goals, you need to amass some basic financial knowledge. The more you understand, the more successful you’ll be — even if...

7 Tax Return Screw-ups to Avoid

After Dec. 31, there’s nothing you can do to affect your taxes for the year that just passed, right? Not so. There are many things you can do before you file to screw up your return. We’re talking about the filing blunders that can increase your...

The 4-Letter Word That Will Sink Your Financial Plan

Have you been rationalizing spending a little extra here and saving a little less there? The very words you use can influence your financial decisions … for better or worse.

You’ve Just Inherited. Now What?

You’ll want to read this before you go spending all the money that you recently inherited.

11 Basic Tax Terms You Should Know

The U.S. tax code didn’t get to be 74,000 pages long without getting a little confusing. But don’t throw up your hands just yet; there are plenty of books, software programs, and professionals to help you sort out and file your tax return. But...

How to File Your Taxes: DIY or Professional

Tax time is here again. Will you owe money to the IRS, or will they owe you a refund? With the U.S. tax code spanning 74,000 pages and new changes made every year, it can be difficult to find the answer, not to mention file your return on time....

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