Invest Well

A return that requires “manual processing” by an IRS employee could join a massive queue that started building at the beginning of the pandemic and has yet to be resolved.
A lack of assets and money management challenges are contributing factors to high levels of financial anxiety and stress, according to a 2021 report.
It won’t reimburse you for every penny you spend at the vet, but it can help prevent you from being slapped with an expensive bill.
You should be aware of what a will can’t or shouldn’t do.
Financial literacy experts say that whether kids really pick up money lessons through video games depends on how parents talk with them about their online experience.
Your financial situation should determine how you handle the final federal student loan extension.
We break down six common life insurance myths so you can better understand your options and get coverage that’s right for you.
Immediate needs come first, then savings. Consider gifts to those in need and teaching your children about money.
If any of these scenarios played out for you in 2020, there are some telltale red flags that can mean an unwelcome tax surprise is headed your way, tax pros say.
Families can end up losing their homes, for example, if they fail to complete the legal paperwork to ensure their property is transferred to intended beneficiaries. One Englewood resident advises communities hardest hit by the virus to make use of affordable and/or free legal resources to help with the process.
A bank account is typically the safest place for your cash, even during an economic downturn.
This month’s mortgage outlook predicts low, stable rents for June.
Discussing your estate plan and intentions with your children could give you unexpected insights and may help stave off future problems.
How to purchase a home with as few in-person signatures as possible.
Although the payments can’t be seized for taxes or federal student loan debt, they can be diverted if you’re facing a private debt collection action.
You don’t have to do anything to get a forbearance to stop student loan payments for six months, which begin in April. You can call your servicer to request a forbearance before then, which would be retroactive to March 13. Interest won’t continue to accrue, as it normally would.
First, take stock of your regular expenses, such as housing costs, car loans and credit card or other debt payments. Once you see the big picture, consider trimming where you can because of the current uncertainty.
Retirement includes so many important, potentially irreversible decisions that most people could benefit from a few sessions with a fee-only, fiduciary financial planner ideally at least 10 years before retirement.
Among the changes: For recently divorced Americans, alimony payments are no longer tax deductible by the payer. They are also not considered or included as taxable income by the parent receiving support, which ends a decades-long practice.
Do some initial research and get a detailed understanding of your cash flow, because you have a better chance of improving your finances when you know your starting point.