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Planning Tools
Business Owner
Articles
Benefits and retirement plans
Benefit plans for small businesses
Disability income insurance for the self-employed
Health insurance for the self-employed
Key employee life and disability insurance
Life insurance for the self-employed
Retirement plans for small businesses
What employers need to know about workers' compensation insurance
Starting a business
Advantages and disadvantages of self-employment
Choosing an entity for your business
Hiring your first employee
Decision Tools
Benefits and retirement plans
401(k) plans
Building a retirement plan for your business
FAQs
Advertising a business
How can I get free publicity for my business?
How do I know where to advertise my business?
What is the best form of advertising?
Employee benefits and other issues
What are health reimbursement arrangements?
What benefits should I offer to my employees?
Starting a business
Should I buy or lease assets for my business?
What are the stages of business development?
What should I look for in a business location?
Education Planning
Articles
529 plans
529 plans and financial aid eligibility
529 plans vs. other college savings options
529 plans: The ins and outs of contributions and withdrawals
Opening a 529 account
The ABCs of 529 plans
Education planning basics
ABCs of financial aid
Education tax credits
Sticker shock--creative ways to lower the cost of college
Student loan basics
The best ways to save for college
Decision Tools
Determining how much to save for college
College savings analyzer
Evaluating college savings options
Advantages and disadvantages of 529 plans
College savings vehicles compared
Financial aid
College application and financial aid calendar
Financial aid calendar
FAQs
529 plan basics
Do 529 plans include both state savings plans and prepaid tuition plans?
How long have 529 plans been around?
What's the difference between state savings plans and prepaid tuition plans?
Education tax credits
Now that my child is in college, am I entitled to any education tax credits?
What are the Hope credit and the Lifetime Learning credit?
Using or withdrawing 529 funds
Can 529 funds be used for general living expenses while at college?
Can the funds in a 529 plan be used for college expenses if my child is only attending part-time?
Must the funds in a 529 plan be used for tuition only, or can they be used for room and board expenses?
What happens if my child finishes college and there is money left over in the 529 account?
What happens to the funds in my 529 account if my child doesn't go to college?
Investment Planning
Articles
Investment basics
Investment planning--the basics
Six keys to successful investing
Understanding investment terms and concepts
Decision Tools
Investment planning basics
Common investment mistakes to avoid
Simple rules for investing
Steps to financial planning success
Personal Finance
Articles
Financial basics
Establishing a budget
Owning a home
Buying a home
Applying for a mortgage
Refinancing your mortgage
Selling a home
Tax benefits of home ownership
Decision Tools
Owning a home
Mortgage payment calculator
Saving, spending, and borrowing
Credit cards--advantages vs. disadvantages
Net worth calculator
FAQs
Buying a home
How much house can I afford?
Should I buy a home or continue renting?
Credit basics
How can I correct errors on my credit report?
How can I figure out my net worth?
How can I protect myself against identity theft?
How can I repair my poor credit?
How much money should I keep in a savings account for emergencies?
Selling a home
How do I figure the tax on the sale of my home?
Should I sell or rent out my present home?
Retirement Planning
Articles
Health care issues
Health insurance in retirement
Medicare
Understanding long-term care insurance
Saving for retirement
Estimating your retirement income needs
Retirement planning--the basics
Social Security
Social Security retirement benefits
Understanding Social Security
Decision Tools
IRAs
Comparison of traditional IRAs and Roth IRAs
Retirement planning basics
How taxation can affect your retirement funds
Investing for retirement
Net worth calculator
Saving for your retirement
Social Security
How earnings affect Social Security
Social Security figures at-a-glance
FAQs
Saving for retirement
How much money should I save for retirement?
Social Security
Are my Social Security benefits subject to income tax?
Should I retire now at age 62 and collect Social Security benefits, or should I wait until age 65?
When I retire, how much will I receive from Social Security?
Special Situations
Articles
Career planning
Evaluating a job offer
Caring for an aging parent
Caring for your aging parents
Marriage
Establishing a budget
Merging your money when you marry
Raising a family
And baby makes three
Teaching your child about money
Teaching your college-age child about money
Teaching your teen about money
Decision Tools
Caring for an aging parent
Housing options for aging parents
Tips for caregivers
FAQs
Caring for an aging parent
How can I pay for nursing home care?
How do I talk to my elderly parents about their finances?
Tax Planning
Articles
General tax planning
Am I having enough withheld?
Tax benefits of home ownership
Tax planning for the self-employed
Tax credits and deductions
Education tax credits
Personal deduction planning
FAQs
General tax planning
Am I having enough tax withheld from my paycheck?
What is my tax bracket?
What penalties and interest will I be charged for paying and filing my federal income taxes late?