Even if you do not need to file a tax return, you might want to, as you can use refundable credits to get a tax refund.

Helpful tools are available to address estate planning and end-of-life issues, with communication being a key element of what may times is not an easy task.

FINRA is seeking public comments on the use of the term “trusted contact” by brokerage firms. Should it be changed to “emergency contact”?

While Direct File is no longer an option, the Free File program is still available for those who have an adjusted gross income of $89,000 or less. Also, there is a new form: Schedule 1-A.

The U.S. Securities and Exchange Commission, through its Office of the Investor Advocate, helps investors deal with problems and gets insights on investor behavior.

If someone suddenly becomes wealthy, the person could suffer from “sudden wealth syndrome,” which affects an individual’s state of mind.