Knowing which credits and deductions to use can help lower your net costs.
The alternative minimum tax is finally indexed to inflation, but millions will still have to pay it.
Keith Gumbinger of rate-tracking website HSH.com shares his outlook on where rates are headed and what the coming year looks like for the housing market.
These policies are marketed as a safe way to invest for college, but beware the fine print.
Putting off dipping into savings and delaying Social Security can substantially improve your financial position once you do stop working.
Financial psychologist Brad Klontz explains how childhood experiences help shape our financial futures.
If left unpatched, a provision designed to keep the wealthy from avoiding taxes could also raise tax bills for millions of middle-income households.
Morningstar.com readers explain how they monitor their investments either as one broad entity or as individual items, including dividing them by goal and by tax exposure.
Some Morningstar.com users say it's a parent's responsibility to cover college costs, while others say the child should at least help.
Morningstar.com readers share their personal stories of events that helped make them better investors.
Despite global economic worries, some Morningstar.com users are allocating hefty portions of their portfolios to foreign stocks--and those with foreign exposure.
Readers share their thoughts on plans you can make now, before a disaster strikes.
A recent study finds pre-retirees are more likely to stop working near a market peak, leaving them vulnerable to downturns that could reduce savings longevity.
What you can do before (and after) a crisis to protect yourself.
Many Morningstar.com readers expect gloomy conditions, with stocks underperforming during the next decade on account of ongoing fiscal problems and demographic changes.
Aside from retirement and college expenses, readers are putting money toward family, housing, and cars.
As seniors' spending patterns change, so too does their exposure to rising prices.
College finance expert Jeffrey Hanson says many don't understand the impact college loans will have on their futures.
Morningstar.com readers share their thoughts on which actions mean it's time to dump a stock.
Wharton professor Olivia Mitchell says the aging of the baby boom generation is reshaping the workplace and society.
A recent study on twins sheds light on the role genetics play in shaping our investing habits.
The value-stock guru David Dreman talks about his new book, lessons learned, and what he sees in today's market.
The worst bear market since the Great Depression ended three years ago today, prompting us to look at which fund types have rebounded the most and others that haven't.
Plan Sponsor Council of America president David Wray discusses new regulations designed to help participants determine their retirement-plan costs.
Dan Otter, an educator and 403(b) specialist, discusses retirement-plan tips and traps for educators and other workers in the nonprofit sector.
Professor Zvi Bodie and financial consultant Rachelle Taqqu recommend a goal-based investing style with an emphasis on risk avoidance.
Consider these key factors before you go bond-fund shopping.
Follow these tips to avoid late payments, overpayments, and unnecessary stress.
These policies have more flexibility than traditional whole life.