Personal Finance
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Personal Finance & Planning
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.
Personal Finance content
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Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.
Personal Finance & Planning
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don’t cover.
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There's more to timing your first home purchase than interest rates and prices. Consider these guidelines.
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No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.
Tax Strategies
Does your child have unearned income? Make sure you understand Kiddie Tax rules.
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The 2022 Schwab-Ariel Black Investor Survey shows both progress and opportunities for addressing wealth inequality.
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We've made progress in teaching our nation’s teens about money, but there's much more to do.
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As an independent contractor, you're not only your own boss, you're your own CFO. And there's a lot to think about.
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There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.