Not the ideal scenario, but also not a deal breaker.
Life is full of surprises; not all of them are good.
Here's a crash course, with links to more in-depth analyst opinions and commentary.
Get a better understanding of these popular college savings vehicles to help you maximize your investment.
It may be an unpleasant surprise, but a lower refund might not be a bad thing.
The combination of a higher standard deduction and new and enhanced credits should offset the repealed personal exemptions.
A tax deduction for the payer is no longer allowed, but the new tax laws may not apply to you.
The American Opportunity Tax Credit or the Lifetime Learning Credit: Which should you take?
Though it may not be signaling that a recession is imminent, the Fed should proceed with caution.
Yes, but the way it works has changed.
If you are unable to work as a result of an injury or illness, the last thing you need is serious money problems.
Self-directed investors should keep their risk tolerance in mind when choosing a 529 plan.
We walk through how to use Morningstar.com's tax analysis tools to determine if a fund is a good fit for a taxable account.
Predicting the winners and losers of the next rate hike is a difficult undertaking.
Individual bonds can be held to maturity but have a few key drawbacks, too.
We compare and contrast a few of the most common college savings vehicles.
Factoring your total tax liability into your hourly/day rate calculation can help you stay out of debt and have more money to save.
Without payroll deductions, you have to anticipate how much you'll owe and incorporate it into your budget.
Investing in a Dow-tracker hasn't been a disastrous bet, but better options for passive core equity exposure abound.
Without program changes, younger investors may see reduced benefits, but don't bet on payouts going to zero.
We walk through exactly what's required to hit this savings benchmark (hint: it's not sorcery).
These three tips can help you maximize the tax benefits of 529 accounts.
Don't be intimidated by this technical-sounding performance measure. The concept is intuitive and the data is easy to interpret.
Buying fixed-income securities of staggered maturities and holding for the long haul makes some sense, but it may not be the best way to go.
We take a look at the pros and cons of using 529 assets for elementary and secondary private school tuition.
Six considerations for those considering an investment in municipal bonds.
A high payout ratio could be a red flag, but it doesn't always portend a dividend cut.
A quick rundown of how the income produced by different investment types is treated at tax time.
Making sure your insurance coverage adequately reflects home renovations could save you money if you file a claim.
If you haven't revisited the number of allowances claimed on your W-4 form lately, now is a good time to do a checkup and make needed adjustments.
When viewed through a business-cycle lens, the current economy is showing signs of both mid- and late-cycle dynamics.
Calculating required minimum distributions is relatively straightforward, but beware of complications.
Two easy-to-calculate ratios can shed light on how much you can comfortably afford when it comes to housing costs.
Investors can use the VIX to understand how uncertain the financial markets are about the near future but little more.
The 'right' bond exposure--from a credit and duration standpoint--depends on your circumstances and portfolio.
The new tax laws no longer allow a deduction for the payer, and the recipient won't pay taxes on the income.
These accounts have the potential to benefit millions of Americans living with disabilities, but only a fraction have signed on.
It's hard to go wrong giving the gift of cash, but make sure you brush up on the tax consequences.
We outline some scenarios for Social Security that younger investors can use to determine their own savings rates.
These rules of thumb are helpful in determining what assets should go in what accounts.
Consider these strategies to stretch out your tax savings during your retirement years.
The proposed tax bill would allow 529 withdrawals for elementary and secondary school tuition; we consider some implications for investors.
Rolling period returns can provide a fuller view of a fund's performance than you can get by looking at a single-period trailing return.
Vanguard Charitable's donor-advised fund has low fees and topnotch underlying investment offerings, but donation minimums are higher.
We examine Schwab Charitable's ongoing fees and underlying investment offerings.
We take a close look at the ongoing fees and underlying investment offerings of the largest donor-advised fund in the U.S.
The Boost Saving for College Act could entice more people to contribute to 529 plans.
Some frequently asked questions and answers about these popular college-savings vehicles.
Use our checklist to ensure you're getting the most from a new or existing 401(k) plan.
It may seem like some funds are only for the mega rich, but many are accessible through more channels than you might think.