Prepare for financial milestones and events
Saving for retirement
Certain moves could make more sense during a bad market than during a good one. Here are five.
If you're interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way.
Certain moves could make more sense during a bad market than during a good one. Here are four.
If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.
Three ways to contribute to a coveted Roth account if your income is above the limit.
Record-high home prices could mean outsize taxes. Here's how to manage your cost basis to keep your tax liability as low as possible.
College and education
A Parent Loan for Undergraduate Students (PLUS) is a common way for parents to help pay for college. Here's what to know before you take one out.
Grandparents are in a unique position to help teach their grandkids about financial literacy. Here are four ways to pass your support to the next generation.
The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.