What You Need to Know About Early IRA and 401(k) Withdrawals
Is it possible to avoid the 10% early withdrawal tax? Knowing and navigating these rules may help you avoid substantial additional taxation.
Estate Planning: Minimizing Your Estate’s Tax Burden
One of the important facets of estate planning is your taxes. Without tax planning, your estate may end up paying more taxes than what passes on to your heirs.
Getting Married With Student Loan Debt? 5 Facts You Should Know
Whether you’re one of those people who have considered putting off your nuptials or soon marrying into debt, here are facts you should know before saying “I do.”
Thinking About Paying Off Your Child's Student Loans?
Paying off your child's student loans is a generous thing to do, but before diving in completely, here are some things you should consider!
The Unexpected Costs of the RV Lifestyle
There's something magical about hitting the road in a van or RV, but with this freedom comes some expenses. Here's a breakdown of some of the costs.
Saving for College: What You Should Know About 529 Plans
529 plans, named after Section 529 of the U.S. Tax Code, are savings plans sponsored by states, state agencies, or educational institutions that offer special tax benefits like deduction of contributions from state income tax, exemption of earnings from federal income tax and, in most cases, from state income tax.
Financial Decisions After Losing a Loved One
After losing a loved one, finances are the last thing you're worried about. However, taking care of their financial accounts and administrative tasks can keep their assets in good order.
7 Quick Financial Tips
With Financial Literacy Month coming to a close, it's time to review some basic financial concepts. Here are 7 quick tips to help you become more financially confident.
6 Ways to Stay Financially Fit in 2022
The new year is here, and your resolutions are probably well underway. While you may set goals to get more physically fit, it is also important to consider your financial fitness going into the new year. If your finances are not where you want them to be, or maybe they need a little tune-up, the six tips below will help you get your finances in shape.
How to Calculate Your Net Worth & Why It Matters
We hear a lot about net worth, but what exactly does net worth mean and why does it matter? Let’s learn more about what your net worth is, how to calculate it and the role it plays in your investment strategy and finances.
Should I Refinance My Student Loans?
Refinancing your student loans may save you thousands of dollars over the course of your loan. Is it right for you?