If you’re considering a move to Washington State, go for the views of Mount Rainier or the Olympics—but think twice if you’re relocating to avoid taxes on capital gains.

When it comes to planning for emergencies, what is the right amount to hold in a rainy day fund? While there is no single formula that works for everyone, here […]

While low mortgage rates may be alluring, some quick math can help whether refinancing your mortgage can be a smart money move.

Medicare open enrollment, which ends December 7, offers a not-to-be-missed opportunity to assess coverage and costs for the coming year. Here are some tips to get started.

If you’ve been working remotely during the pandemic—especially outside your state of residence—you’ll want to be aware of some tax rules that could affect your bottom line come next April.

Thinking about lending money to an adult child or grandchild? With historically low rates, now may be the time. Here’s what you need to know about intrafamily loans.

Understanding the relationship between 529s and financial aid is critical for grandparents helping grandchildren with college costs. Maximize your giving—and their financial aid—with these tips.

If you haven’t thought about your health savings account (HSA) lately, now might be the time. With contribution limits going up and alluring triple tax benefits, HSAs are a powerful […]

Recently unemployed or newly retired? You may qualify for a healthcare subsidy. While getting started can be tricky, these tax credits are well worth the effort—for the health of your […]

Favorable tax changes and historically low interest rates are making 2020 a prime year for gifting. Maximize your gift—and minimize your taxes—with these giving strategies.

Today’s low tax rates and asset values make this a great time to consider a Roth IRA conversion for tax-free income in retirement. Is this a good strategy for you?

Recent IRS provisions can offer relief to individuals who take Required Minimum Distributions from IRAs in 2020. Learn if you’re eligible and how the new rules might benefit you.