Personal Finance & Planning
Financial planning for life's milestones.
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CONTENT WITH Personal Finance & Planning
Financial planning for life's milestones.
Should You Save for Retirement or Pay Off Student Loans?
Many college graduates work to pay off student loans, and as a result, investing can be put on hold—but you don’t have to prioritize one over the other.
Are Your Beneficiaries Up to Date?
Designating beneficiaries is a simple way to help protect your estate and avoid probate.
Saving for College: 529 College Savings Plans
A popular college-savings vehicle is the 529 savings plan, which provides several tax advantages when used for education expenses.
Buying, Renting, and Selling a Second Home
A second home is a substantial investment that lives by different rules than your primary residence. Here’s what you need to consider.
3 Ways to Borrow Against Your Assets
What to know before using your assets as collateral.
Quiz: This Is Your Brain on Money
Take this eight-question behavioral-finance quiz to heighten your awareness of the biases that may be costing you money.
7 Tips for the First-Time Home Buyer
Buying your first home can be exciting, but make sure you’re prepared for all of the financial ramifications.
Income Too High for a Roth IRA? Try These Alternatives
If you’re interested in contributing to a Roth IRA but your income exceeds IRS limits, you can still save for retirement in a tax-smart way.
Saving for College: Coverdell Education Savings Accounts
Coverdell Education Savings Accounts can provide more flexible investing options compared to 529 college savings plans.
Claiming Foreign Taxes: Credit or Deduction?
If you own foreign investments, you’ve probably paid foreign taxes on them. You may be able to avoid being taxed a second time on those investments if you claim a credit or deduction on your U.S. tax return. But which is the best choice?
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Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.
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