Key Takeaways Federal tax refunds averaged around $3,000 for the 2018 tax year Although “forced savings” can benefit some, many opt for bigger paychecks throughout the year More than half of lower-income households use tax refunds to pay off debt You may have heard of the trick of keeping your credit card in a bowl […]

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Key Takeaways The filing deadline for the 2019 tax year has been extended to July 15, 2020 There’s still time to get tax deductions for last year  You can file for an extension, giving you more time to prepare your return  Even with an extension, you still need to pay any taxes owed For many […]

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Key Takeaways School is likely to look different this fall  Where you put your money should reflect your long-term goals  Tweak your plans as needed Everything about how we interact with the world seems to be in flux in 2020—and that includes back-to-school plans for the fall. Whether your child is in elementary school, high […]

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Key Takeaways Manage overall expenses to help you build wealth  Get in the habit of setting aside money regularly to save  Set clear, long-term personal and financial goals, which can help you accomplish more Financial success, and what it means to be wealthy, is largely in the eye of the beholder. But many of us […]

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Key Takeaways You can open an investing account on behalf of your child  Let your kid pick a stock or two to feel involved  Talk to your teen about investing results Good money habits are essential life skills. But when we teach kids about money, we often focus on things like saving and budgeting. “Divide […]

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