Financial planning

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...

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...

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...

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...

4 Women’s Real Tax Nightmares — and How They Solved Them

Do you ever wonder if you’re really filing your tax return correctly? Do you worry about a possible audit by the IRS? If so, you’re not alone. Sometimes tax returns do end in difficulties. Maybe you checked the wrong box, or didn’t realize what...

What You Need Before You File Your Taxes

Whether you love filing your taxes or push it off as long as possible in fear of what you might find, tax preparation is non-negotiable. Doing all the work yourself, however, is. If you opt to see a tax pro, go prepared. From gathering key...

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