Articles

Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.

If you have a tax credit eligible charity where you like their work better than the state government, then consider redirecting your state tax to fund the charity instead.

Luckily, the form is organized by type of tax credit and the NAP credit section of Schedule CR is only five lines long.

I cannot throw away such a delightful box.

As the proud mother of a now four-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.

Alas, the year you move the funds from traditional IRA to Roth IRA is the year that those assets are taxed.

Taxpayers of any income level, age, and employment or retirement status can convert their pre-tax individual retirement assets to Roth IRA.

The draft 2020 Form 1040 instructions clarify: the $300 limit is per form.

Choosing the right moments to buy convenience with your money brings value to your life.

An important part of the family’s emergency plan is to make sure you have a plan for when the financial spouse can no longer serve the family in that way, either because they are no longer interested or because of their incapacity.

This 2017 article reminds us that there is not one best Roth conversion plan that you can apply to everyone.

Depending on your situation, outright beneficiary designations could be a cleaner estate planning solution.

We can gift our loved ones a powerful gift while maintaining a budget.

We have an almost secret code behind the images we select.

It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.