Money Talk: Where personal finance gets personal.
Managing your money can be complicated. That's why we're here to help. No matter how much or how little you know about money, our team of certified financial experts offer insights to help you move your financial life forward.
Carrie answers your financial questions.
Pickleball and Taxes: End the Year with a Smash
To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.
December 5, 2023
Is It Better to Give Stock or Cash to a Charity?
Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.
April 25, 2023
How Does SECURE 2.0 Help 70-Somethings Save More?
You're never too old to keep saving. And the new benefits of SECURE 2.0 give you added opportunities—even past age 70.
March 28, 2023
Focusing on a Tax Refund? Do Some Planning Instead
Getting a tax refund can feel great. But doing more careful tax planning can reap even bigger rewards.
February 28, 2023
Can You Give Stock as a Gift?
Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
November 15, 2022
Paying for College: Are Scholarships Taxable?
Scholarship money is generally tax-free provided the student is a candidate for a degree at an eligible institution and the money is used to pay for qualified expenses.
May 5, 2022
Does Your Teen Need to File a Tax Return?
Whether or not your teen needs to file a tax return, a first job and first investments can be a great start to their financial education.
March 15, 2022
Can I Lower My Income Tax Bill Now That I'm Retired?
Completing your tax return every year can be a monumental task. And figuring out how to manage your tax bill takes even more work. It takes long-term planning, short-term decisions, and a solid understanding of tax concepts.
May 18, 2020
Ordinary Ways to Give During Extraordinary Times
From small personal gestures to larger contributions, if you want to give back, now is a perfect time.
April 28, 2020
Will You Have to Pay Capital Gains Taxes on the Sale of Your Home?
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
February 17, 2020