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Jill on Money
Jill Schlesinger, Certified Financial Planner® and CBS News Senior Business Analyst, draws on her career as an investment advisor to prepare readers for creating future optoins for themselves and their families--and for having fun along the way. Schlesinger also welcomes questions from readers.
Jill on Money Samples
If only fixing a leaky retirement account were as easy as repairing a leaky faucet. The cause of these leaks is "any type of pre-retirement withdrawal that permanently removes money from retirement savings accounts."
The White House wants to change the way brokers provide advice on retirement accounts. As you might expect, the financial services industry is not happy about the potential shift.
Today, we return to the basics, starting with tax credits, which provide a dollar-for dollar reduction of your income tax liability. --The Child Tax Credit: Up to $1,000 for each qualifying child who was under the age of 17 at the end of 2014.
The 2014 tax filing season officially opened on Jan. 20, and you should have received all of the documents necessary to attack your taxes four weeks later. Filing electronically is the most accurate and fastest way to get a refund.
Are Americans in good shape or bad shape when it comes to retirement? According to a retirement savings analysis from Fidelity Investments, the 2014 year-end average 401 balance was $91,300, a record high and up two percent from 2013.
Dorm move-in day is months away, but college applicants hoping to receive financial aid need to complete the much-maligned Free Application for Federal Student AidÂ ASAP.
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