IRS conducting a tax audit

When you drop your tax return in the mail (or hit submit on an e-file site), the last thing you want to think about is being the subject of an IRS audit. But, a certain percentage of taxpayers are audited each year, so it’s important to be prepared and know which red flags might draw negative attention to your return.

last will and testament document

Wherever money and family are involved, conflict tends to quickly follow. You may feel anxious about your estate planning because you don’t want to cause squabbles among your heirs. But, with some careful planning—and lots of discussion—you can make sure inheritances you leave are received in the spirit in which they were intended.

The Bipartisan Budget Act, which was passed by Congress last October, includes the biggest changes to Social Security in over a decade. The new regulations are effective for 2016, so if you are retired or approaching retirement, you should be sure you understand the changes and how they could affect your retirement income. 

man stacking coins

When it comes to retirement, it seems that money can buy you some happiness—in the form of security, peace of mind, and the opportunity to travel and make the most of your free time. You spent your career building your nest egg, and your retirement years are the time to make the most of it. 

snowman made of sand

As snow starts falling in most parts of the country, who isn’t dreaming of a warm-weather getaway? You can escape to warmer weather this winter for less by following the savvy advice of travel industry insiders.

If you’re retired, you’ve got time on your side. That translates to big savings when it comes to travel.

jar of money

You probably have a vague sense that medical expenses will account for a significant portion of your budget in retirement. But, if you’re like many Americans, you may not have a good sense of exactly how much you are likely to spend on health care in later life. 

identity theft

Identity theft is a year-round problem, but it’s particularly important to safeguard your financial information during this time of year.

Little boy holding toy airplane

Travel expenses can eat up a good portion of expendable income in retirement. You may be able to shrink your vacation costs—or even take a trip for free—by taking advantage of travel rewards programs through credit cards, airlines, and hotels.

Gift bag and Santa hat

We ve all got people who make our lives easier all year long. There s the manicurist who always squeezes you into her schedule, the folks who mow the lawn and shovel the snow so you don t have to, and even the mail and delivery workers who make sure letters and packages arrive safely to your front door.