How to Adjust Your Investments to Fit Your Life Stage
Dave Says: If retirement is right around the corner, it might be time to adjust some of your investment strategies. But what if you are a young couple with a new baby?
How to Get Relief from IRS Penalties
A program created more than a decade ago can offer help to taxpayers facing penalties from the IRS. Here's what you need to know.
What the New Mortgage Rules Mean for You
The verdict is still out on whether new mortgage-lending regulations will hurt the housing market’s recovery or offer enough consumer protection.
Tax Law Changes You Need to Know for 2013
Last-minute tax decisions coming out of Washington as part of the fiscal cliff deal will impact your tax return this year--here's what you need to know.
How to Reduce the Sting of New, Higher Taxes
Here's the good news: the uncertainty over what taxes will look like for the foreseeable future is finally over. Here's the bad news: many people will be paying more in taxes--a lot more.
How to Get Your Spouse Involved in the Finances
Dave Says: It's unfair for one partner to carry all the weight of financial and household decisions so now is the time to make a change.
What Parents Should Know About the Adoption Credit
The deal struck at the beginning of they year to avert the fiscal cliff restored the adoption tax credit and made it permanent, which is good news for parent--but the deduction can be a little tricky to fully understand.
Tips for Boomers Dipping Their Toes Into the Tech Waters
Older boomers who missed the technology train shouldn’t feel like they can never get on board.
Banks Ask Feds for Cyber Help
With word that continuing attacks on bank websites may be supported by Iran, the banking industry looks for help.
Don't Give Yourself a Medicare-Induced Heart Attack
If you have reached 65 and are still working, you may be wondering if it makes sense to sign up for Medicare. Well it depends, and if you don't sign up at the right time, it could cost you big time.
How to Make a Family Member Pay Up
Dave Says: Is taking government assistance unethical and how do you make a family member who owes you money pay it back?
Fall Into Extra Income? Check to See if it Taxable
Coming into extra or unexpected income is good news, so don’t let Uncle Sam ruin the fun by catching you not paying appropriate taxes.
Rudy Giuliani Has a Message for You: Protect Your Identity
Out-of-pocket costs to consumers hit by this identity theft has decreased since 2004--but that shouldn't make you feel more safe.
No 401(k) Employer Match? It's Time to Move Your Money
Dave Says: Tips for finding the best insurance for a new teenage-age driver, and when is it time to rethink retirement savings plans.
What’s New on Form 1040 in 2012
After Congress averted the fiscal cliff at the very last hour at the start of the year, the folks at the IRS had the big job of redesigning some tax forms to comply with the newly-passed measures. Here is what to expect on the IRS new 2012 Form 1040.
Retirement Checklist: What to Do in 2013
As more baby boomers plan to leave the work force this year, here’s what they need to do to ensure financial security.
Measuring Your 2013 Tax Pain or 100 Years of Unhappy Returns
This month marks the 100th birthday of the federal income tax. The Internal Revenue Code has morphed from 400 pages long to nearly 74,000 pages as the code becomes more complex. And despite consumers facing hefty taxes this year they should be grateful, it's going to get worse next year.
How to Survive a Financial Storm
Dave Says: When is it time to hit the pause button on paying down debt and instead keep the cash pile high?
Boomers Shouldn’t Jump the Gun When it Comes to Downsizing
Downsizing in retirement hints at reducing cost, but that isn't always the case.
Tips for Filing Your Tax Return For Free
The IRS has made it very easy to prepare and electronically file your own income tax return--here's what to look out for.



















