Your Year-End Financial Checklist
As 2017 draws to a close, it is time to consider year-end strategies and begin organizing your finances for the New Year. To help you get started, we've put together a list of key planning items to consider.
What’s the Best Way to Give Money to Children or Grandchildren?
If you are considering year-end gifts to children or grandchildren this November or December, the IRS continues to allow gifts of up to $14,000 annually or $28,000 if given jointly with your spouse without triggering gift tax consequences.
Is a Health Savings Account (HSA) Right for You?
Contributing to and investing in an HSA provides an efficient way to save for estimated retirement healthcare expenses while also minimizing the impact on other retirement savings, so those funds can be used for things you’d rather spend money on.
Equifax Data Breach: What to Do
A massive data breach at Equifax, one of the nation's largest credit reporting companies, could raise the risk of identity theft for 143 million U.S. consumers.
Talking to Your Kids About Money
Children learn from watching you earn, shop, save, give, and borrow – you’re the top influence on their financial lives. And you don’t need to be a money expert to help them start out strong.