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.
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
Is a Reverse Mortgage Right for You?
A reverse mortgage could help you "age in place," but it's essential to weigh the benefits, costs and risks.
September 15, 2020
Are You Making the Most of Your Charitable Donations?
You don't need a lot of money to make a meaningful charitable contribution; you just have to be strategic.
August 6, 2020
Is Downsizing the Right Move for You?
Thinking of downsizing? There can be considerable financial rewards, but that's not the only consideration.
July 13, 2020
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