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Checklist: All the Documents You Need to File Your Taxes

Confused about what you need to file your taxes? We've got you covered: Gather These Documents • Last year’s tax return: To file your tax return, the tax accountant will need some important documents. If it’s your first appointment, make sure to...

The Mortgage Mistake Nearly Half of Borrowers Make

Did you pay too much for your mortgage? If you’re like millions of Americans, the answer is probably yes — and that means you may be throwing tens of thousands of dollars of your hard-earned money at the bank, when you might not need to. A report...

Your Credit Card’s Best-Kept Secrets

Sure, credit cards can be problematic if you carry big balances and don’t pay them off. But when managed properly, credit cards can actually save you money through valuable benefits. But many cardholders don’t use — or even know about — the...

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...

Impact Investing: Have Your Cake and Eat It, Too

This growing investment trend focuses on social and environmental causes as much as maximizing profits.

From Guilt to Sadness — How Emotions Affect Money Habits

We aren't particularly rational creatures when it comes to money. For example, my family’s recent house search left me underwhelmed — until I walked into what is now our home. I stopped dead in my tracks and knew it was the place for us, even...

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...

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