A mid-year review of your spending, taxes and retirement planning is always a good idea. It’s easier to make small adjustments in the summer (for lapses in your savings or tax planning) then at the end of the year. If you haven’t done so already, now is the time to set a date for a mid-year checkup...

July means many things to Americans, but one of the most significant is the idea of independence. Perhaps, then, July is a good time to start thinking about (or reminding yourself of) your future financial independence and where you stand in relation to your retirement goals. It’s also the mid-year...

Changes you should know about regarding IRA to Roth IRA Conversion in 2010. The rules have changed this year when it comes to converting a traditional IRA to a Roth IRA. Why is this important? Because Roth IRAs give you the opportunity to sock away tax-free retirement income, and that can be a very good...

When it comes to preparing taxes, many find the act of sorting and categorizing expenses the most time consuming job of all. So why not simplify? Personal finance sites like Mint.com and Buxfer offer automatic categorization, tagging and sorting for all your financial transactions throughout the year....

Millions of Americans make a commitment to get in physical shape each January, but what about taking care of their financial health? It seems far fewer make a commitment to being financially fit. How many of us even know how healthy our finances are? If you’re interested in finding out, CNN Money has...

Ready or not, 2010 is here! In the spirit of getting in shape for the New Year (financial shape, that is), we’ve put together 10 tips that will help you make 2010 a financially healthy year for you. 1. Review your credit card terms With new credit card reform laws going into effect in February,...