Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.
Families of future and current college students should be mindful of the effects of sequestration, a university's 'Scorecard,' their own savings projections, and their future debt loads.
Morningstar's Christine Benz addresses who sequestration will and won't affect, changing prices for long-term care, and a timely mortgage-paydown strategy.
Recent lackluster spending data suggest the consumer is not as strong as some may believe, says Morningstar's Bob Johnson.
Use tax time to review your investment-related taxes, deductions, and contributions.
Investors may switch methods used to calculate capital gains, with one big exception.
©2012 Morningstar Advisor. All right reserved.