Q: I have a third-round interview coming up, and I'm facing a conundrum. Since it’s a fairly technical position, the hiring manager has asked me to do an assignment—which would be no problem, but they...

Q. My husband and I have $350k in a brokerage account earmarked for retirement. It is not in an IRA or 401(k), even though it is intended for retirement. Do we need to report that...

Q: How can I tell how my investments actually did, factoring in reinvested dividends and gains and periodic contributions? And can I trust Morningstar and fund prospectuses to be correct? A: “These are really good...

Q. Will claiming outside grants or scholarships hurt our family's financial aid chances? A. Like so much with college financial aid, it depends. If the total amount you're awarded in outside scholarships, college scholarships, and...

Q: My daughter has been living at home, working, and going to community college. She’ll be out on her own next year and will need to buy a car, but I really don’t want to...

Q: All the online calculators say I'm saving enough for retirement, but how accurate are they? I am 30, contribute 8% of my $75,000 salary to my Roth 401(k). My employer matches 4% and throws...