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Estate Planning Guides

Making Final Choices While They're Yours

The Short Story:

After decades of working hard and saving, many people think of retirement planning as a way to reward themselves. But unfortunately, it's just as important to plan for the inevitable:…

Tax Breaks for Higher Education - Education Expenses Can Lower Your Taxes

Sunday May 10, 2009

It's finally time to start paying all those college-related expenses you've been saving for all these years. Be sure to take maximum advantage of the various tax breaks available to you for education expenses - they're free money too!


FiLife Help Center: Family Finance Rescue

Thursday Feb 5, 2009

Getting your financial house in order is all the more important now that the economy is a mess and budgets are tight. Even the small financial decisions seem to have a big impact these days - but your family finances don't have to overwhelm you.  In this Help Center, we’ve broken down family needs into smaller categories ...


Free File: The Best Free Sites for Filing Your Taxes

Friday Feb 6, 2009

(Originally posted 2/28/2008). A few weeks ago we promised to review all of the free federal tax software that the Internal Revenue Service and 19 tax companies provide taxpayers who make $54,000 or less a year ($56,000 in 2008). True to our word, three FiLifers who qualified for the Free File service gathered together their tax ...


Resources for Seniors Are Just a Click or Call Away

Monday Oct 5, 2009

From saving money on prescription drugs to finding free help for doing your taxes, use your phone line or go online to find valuable information just for you. We’ve gathered this list of resources for seniors for you to use.


What to Know Before You Go: Estate Planning Musts and Mistakes

Wednesday Jul 29, 2009

America's First Family of Finance, Ken and Daria Dolan, break down 8 common mistakes about estate planning and why you should start your plan today.


Work on Your Will, Find a Lawyer

Monday Jul 27, 2009

Here are some tips on how to find a lawyer who most complements your needs and who can help you establish one of your most important documents.


How to Finance a Funeral

Friday Jul 17, 2009

Your last days or, those of someone close to you, are emotional enough. Why complicate it with money matters? If you want to have a proper burial or funeral, you're out of luck.


Do 529 Contributions Affect Gift-Tax Limits?

Monday Jan 26, 2009

Gitf-tax limits apply to 529 college savings plans...sort of. There is a loophole that lets you give more than $13,000 to a 529 plan in one year.


How are Bonds Taxed?

Tuesday Mar 24, 2009

Most bond interest income is taxed at your ordinary income tax rate. But when you start to move into different types of bonds and accounts, you'll realize that bond income taxation is anything but standard.


Starting Out: Too Young to Need a Will?

Sunday Mar 26, 2006

When you're just starting out, you're worried more about preparing for your future life than for your death. But writing a will is something many young people should include as part of their financial planning.


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