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Coverdell Education Savings Accounts: A Deep Dive
While there are some limitations on income and contributions, as well as other restrictions, a Coverdell can be a bit more flexible than a 529 plan.
By Denise McClain, JD, CPA Published
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Does Freezing Your Credit Help During Data Breaches?
With data breaches in the news from National Public Data and Change Healthcare, people are wondering if they should freeze their credit.
By Alexandra Svokos Last updated
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Should You Refinance Your Mortgage Now That the Fed Just Cut Rates?
The Fed just cut rates, so mortgage refinance rates will be cheaper. Should you act now, or wait?
By Donna LeValley Last updated
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Recent Graduate? Financial Fitness Starts Here
Once you've landed a job, it's time to optimize your starting salary with a focus on creating a budget, paying off student debt and saving for retirement.
By Vanessa Okwuraiwe Published
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Finance 101: Money Skills Every New College Student Needs
College is a perfect time to put financial know-how to the test. Here's how parents can set their kids up for success by making smart money choices.
By Leila Evans, CFP® Published
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Direct Tuition Payments: A Tax-Efficient Way to Pay for School
If you pay tuition for someone else directly to a college, graduate school, preschool or private school, that money is not subject to the gift tax.
By Denise McClain, JD, CPA Published
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IRS: How to Get a 401(k) Match for Your Student Loan Payment
Savings Those with 401(k), 403(b), and other savings plans might get relief through their employer-provided retirement account.
By Kate Schubel Published
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Nine Ways to Make Paying Off Debt Less Intimidating
With a bit of knowledge and a plan, you can find your way to financial freedom.
By Kiplinger Advisor Collective Published
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Would a Reverse Mortgage Work for You in a Gray Divorce?
If you're getting a divorce but are reluctant to sell your home or can't afford to buy out your spouse's half, a reverse mortgage could be a solution.
By Andrew Hatherley, CDFA®, CRPC® Published