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Tag: taxes

Mortgages

How Much to Put Down on a House

June 03, 2024. Ellen R. Delisio

Down payments for homes can vary widely, so start with a budget for mortgage and settling in costs.

Auto Loans

Should You Buy Out Your Car Lease?

March 17, 2024. Andrew Sheldon

The end of your lease agreement doesn’t have to mean saying goodbye to a good car – and it could be a smart financial move.

Retirement

What to Know About Wills and Estate Preparation

January 29, 2024. Joanna Cutrara

Wills and estates are an essential part of retirement planning. Get started on this important step with these basics.

Budget-Wise

Important Financial Dates For 2024

January 24, 2024. Andrew Sheldon

You likely already know that Tax Day is April 15, but here are a few other important financial dates to know in 2024.

Retirement

When Should You Take RMDs?

November 08, 2023. Meredith Bethune

Is it better to take your required minimum distributions monthly or annually? Here are the pros and cons associated with the timing of RMDs.

Mortgages

First-Time Homebuyers’ Guide

August 28, 2023. Peter Vey

First-time homebuyers can run into some confusing issues, but don’t worry. This guide can help you on your exciting new journey.

Road Trips

8 PGA Championship Golf Courses in the Northeast

August 25, 2023. Andrew Sheldon

Want to play where the pros play? These golf courses have all hosted the PGA Championship.

Retirement

Retirement Withdrawal Strategies to Think About

May 17, 2023. Meredith Bethune

How to ensure your nest egg lasts through your golden years.

Retirement

Social Security Resources: Quiz, Calculators and More

March 27, 2023. Andrew Sheldon

These Social Security resources will help you understand when it’s best to retire and how much you can expect in benefits.

Life Insurance

Does Life Insurance Get Taxed?

March 20, 2023. Marisa Perjatel

Answers to questions about life insurance and taxes that policyholders and beneficiaries should know.