Planning

The current estate tax exclusions and income tax brackets will sunset by 2026. Here’s what to consider.

The investment strategy you select for your 529 college savings plan will impact your potential return and risk.

There are times when it might make sense to use your financial safety net, including a job loss, home repair, or unexpected medical bill.

Reduce college tuition costs by accelerating the time in the classroom and exploring alternative ways to earn credits.

These small moves could be the baby steps that lead to a stronger pace for your finances.

You blew your budget on holiday gifts. Financial experts offer tips for paring down debt.

How to help your college freshman avoid unwise spending and other money mistakes.

When you’re in your twenties and early thirties, you have a huge advantage in growing wealth. Time is on your side.

For some, converting a pretax IRA when their portfolio values are down could reduce their tax bill.

They face unique challenges from admissions to graduation. But there are ways to cope.

Gifts from the heart can cost little to nothing, but they do take extra planning.

The financial considerations for stepparents may be more complex than the ones for biological parents.

Inflation-based adjustments to retirement contributions, tax deductions, and more tax-code adjustments are coming. Find out what to expect.

Done with tact and sensitivity, it can help to discuss wishes and costs among family and friends beforehand.

This "therapy" blends treatment components from mental health fields with financial planning techniques.

Sharing your wishes before your death may ensure minimal strife for your heirs.

In today’s complicated and varied financial landscape, some may be using the financial advisor label loosely. Learn how to spot them.

Some colleges offer unique financial aid and scholarship opportunities to twins and siblings.