A new cap on the deduction for state and local taxes has prompted some New Jersey residents to shop around for lower property taxes. The surprise: They didn't have to pick up stakes to a new state in order to lower their bills. » Read More
By: Annie Nova
A growing number of tools prepare you for the threats lurking around the market, from a trade war to climate change, by letting you test them out on your investments before they ever happen. » Read More |
Across the 100 U.S. cities with the largest 65-and-older populations, Social Security averages 42 percent of retiree income, according to recent research. » Read More |
By: Annie Nova
You don't have to rely just on your paycheck for your student loans. Volunteering, apps and even some jobs could help you pay down your debt. » Read More |
Health savings accounts, or HSAs, offer a triple tax advantage for savers, and millennials, thanks to their youth, are uniquely positioned to leverage this health-care spending option for long-term retirement planning.
Large withholdings may yield large refunds, but one Florida man took this to the extreme. Here's how he managed to scoop up a large check from the IRS — and why you shouldn't try this.
The average tax refund issued by the IRS is $1,949, down from $2,135 in the year-ago period, according to the IRS. That may not necessarily be a bad thing. Here's what you should know.
The deduction for medical expenses is one of the few remaining tax breaks available to taxpayers.
People are feeling good about their wallets, and it shows. Nearly 70 percent of participants in a recent Gallup poll said they expect their finances to be better off by this time next year. Here's why.
AARP asked a jobs expert to compile a list of the 6 best options for workers over age 40 who are looking to shift careers.
Browsing for an affordable retiree haven? Take a look at Panama. What you need to know about retiree discount programs in Central and South America.
Lawmakers are proposing a massive overhaul to the student debt system, in which borrowers' monthly bills would be automatically deducted from their paychecks.
Seniors lose an estimated $2.9 billion annually due to financial exploitation, according to the United States Senate Special Committee on Aging.
How to build a strong case for a salary hike with your boss.
The amount of auto debt that consumers carry — roughly $1.27 trillion — is 75 percent more than the amount owed at the end of 2009.
Before you submit your return to Uncle Sam, take a last look to make sure you aren't missing these tax breaks.
The government shutdown came at a terrible time for the IRS, according to a report from the National Taxpayer Advocate. Filing season is likely to be rocky.
If you get a threatening call from the purported IRS or meet a tax preparer who promises you a giant tax refund, be wary. You're probably dealing with a fraudster.
Goodbye, Illinois. Hello, Alaska! Here are the 10 most — and least — tax-friendly states for middle-income households, according to GOBankingRates.
Many Americans are delaying investing until their financial situation improves. Here's why you shouldn't wait.
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CNBC's Money Editor, overseeing the Financial Advisor Hub and personal finance. Follow him on Twitter @jimpavia.
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