While it is advisable to put a 20% down payment for a home purchase, you should calculate the best use of your money if you have more than 20% to put down. You may find you get a better return if the money were invested, rather than reducing your mortgage loan.
Upromise is a savings service that makes it easier to pay for college by using the purchasing power of parents, extended family, and students.
With some simple planning, you can turn your child’s summer of mowing lawns into a well-funded retirement account
Health savings accounts allow individuals and families with high deductible health plans to save pre-tax money to pay for qualified medical expenses.
If you are gifting property or stocks, your deduction depends on whether the property is ordinary income property or capital gain property.
You can deduct investment interest up to the amount of net investment income received; however, then you have to decide to treat net long-term capital gains as investment income, and forgo the long term capital gains tax rates.
Each month when you receive your bank statement, you should reconcile your checkbook register to your account statement. In this article we provide the steps and tips to keep your account balanced.
Your personal credit report provides prospective lenders a history of your borrowing and payment habits.
A qualified domestic relations order allows retirement assets to be transferred to the other party’s retirement plan or IRA free of any current tax liability.
TIPS are a type of security offered by the U.S. Treasury that provides protection against inflation. When you purchase a TIP, you will receive the interest payments semi-annually and you will at least receive your original principal amount at maturity, however unlike a regular Treasury bond, the interest and redemption amounts are tied to inflation rates.
