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personalfinance: Archive
Can You Carry Forward Unused Mortgage Interest Deductions?
by Zacks Equity Research
Most homeowners cannot carry unused mortgage interest deductions to future years. But business or rental use may offer an exception.
personalfinance
How to Set Up a College Trust Fund for Your Child's Education?
by Zacks Equity Research
A college trust fund can secure your child's education while easing your tax burden. Here???s a step-by-step guide to set one up and make the most of it.
personalfinance
Is It Smart to Leave an Early Inheritance to Your Heirs?
by Zacks Equity Research
Leaving an early inheritance lets your loved ones enjoy financial freedom sooner while also helping you save on taxes and avoid probate delays.
personalfinance
Best Tax Form for Married People With No Dependents
by Zacks Equity Research
Married and unsure how to file your taxes? Learn which filing status and tax form work the best for couples without dependents.
personalfinance
Can Your Ex-Spouse Claim Your Social Security Benefits?
by Zacks Equity Research
Your ex-spouse may be able to claim Social Security benefits based on your record without affecting what you or your current partner receives.
personalfinance
Can Grandparents Buy EE Savings Bonds for Grandchildren's Education?
by Zacks Equity Research
Grandparents can use Series EE savings bonds to fund a grandchild's education with guaranteed growth and possible tax-free interest.
personalfinance
How to Look Up Old Series E Bonds and Reclaim Their Value?
by Zacks Equity Research
Series E bonds stopped earning interest years ago, but they may still be worth money. Here's how to find, value and redeem them today.
personalfinance
Can a Certificate of Deposit Ever Be Risky? Here's How to Stay Safe
by Zacks Equity Research
CDs are known for safety, but they carry hidden risks. Here's how CDs can still affect your money and what you can do to protect your savings.
personalfinance
Can You Move Money From UGMA or UTMA Account to 529 Plan?
by Zacks Equity Research
Thinking of moving your child's UGMA or UTMA savings into a 529 plan? Here is what you need to know about taxes, rules and financial aid before you transfer.
personalfinance
The Tiny Money Rule That Keeps My Marriage Happy
by Meredith Margrave
If you've been running into friction around spending -- or just want to bring a little more ease into your shared finances -- here's how to try this for yourself.
personalfinance