Financial Tips

Advice from the pros

Test Your Knowledge of Qualified Transfers

When you gift money to another person, a gift tax may apply, unless there is an annual gift tax exclusion or lifetime gift tax exemption available. To avoid this tax, an alternative option is to give money through a qualified transfer, also known as a non-gift gift....

Test Your Knowledge of Federal Student Loan Interest and Payment Relief

In response to the economic effects of COVID-19, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. The act encompasses several provisions that offer relief for student loan borrowers. Interest and required payments...