Financial Planning for 2010
Many people refer to the last decade as the "Lost Decade" in terms of investment returns and net worth. But all is not lost forever. There are steps you can take to repair your finances and secure your financial future. Ensuring you have an adequate emergency fund, reassessing your retirement goals and progress, and planning for college are just a few of the steps you should take now. Our FP Resources section contains important information that can help you get started.
2009 US Tax Changes
In 2009, Congress passed several new tax law changes impacting individual returns. These changes include an expansion of the refundable tax credit for first-time homebuyers; changes to education expense credits; and the new Making Work Pay credit. Additionally, many previous tax law changes are set to expire in 2009 and 2010. For more details, visit our Latest Tax News on the left menu.