Get updates from Don Taylor, Ph.d., Cfa, Cfp
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Tax Hit if Parents pay Kid's Student Loan?
Published May 01, 2013
Looking to reduce your child's student loan debt? Beware of these gift tax implications.
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You Won a Big Cash Settlement -- Now What?
Published April 22, 2013
You were in a car crash and got thousands in a settlement. Next come tough decisions.
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Choosing the Right IRA and Pick Stocks, too
Published April 02, 2013
If you're not dealing with an employer-sponsored plan, then you are looking at a self-directed Roth IRA or traditional IRA.
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Hold or Fold Older US Savings Bonds?
Published March 20, 2013
Maturity has its benefits, especially when looking into whether to cash in old savings bonds.
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Why Pay Extra Toward Mortgage Principal?
Published January 28, 2013
Pay a little more every month, and your mortgage interest will drop. Here's how it works.
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So Many Mortgage Loan Options! What's Best?
Published November 08, 2012
Wade through an alphabet soup of PMI, ARMs, FHA and VA loans to pick the right mortgage.
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How Often do Treasury Bonds Pay Interest?
Published November 06, 2012
While most banks give out interest every month, Uncle Sam keeps bond investors waiting longer.
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Widow: Help Me With my Household Budget
Published November 05, 2012
When you're on your own and overextended, getting a financial grip can require tough choices.
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Can I Delay Paying Taxes on Savings Bonds?
Published November 05, 2012
Not ready to cash in savings bonds and face the tax bill on the interest? The IRS may not wait.
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Split Emergency Savings Fund, Invest Half?
Published November 01, 2012
You need an emergency fund but don't need it all in cash. A Roth IRA is just one alternative.
