Articles to help with your tax and budget planning

Articles to help with your tax and budget planning from State Farm®.

Budgeting

Should you refinance student loans?

Student loan debt isn't uncommon, but there are ways to lighten your load. Here's what to know about student loan consolidation.

How to budget for non-monthly expenses

Everyone runs into irregular or non-monthly expenses throughout the year. Find out more about budgeting and managing them.

How to use the 50/30/20 budget rule

Balance your personal spending and saving with the 50/30/20 budget rule.

How to keep a holiday budget

Gain control over your money with holiday budgeting tips such as the 52 week challenge and more.

The dual income advantage: Money management for couples

Managing money together can help couples make decisions that can benefit their financial future. Connect with your significant other and get started on some practical money management methods today.

Budget breakdown

You can have a budget — and still live the life you want to live. Budgeting is a simple and reliable resource for shedding unwanted debt, reaching financial goals, living a healthier financial lifestyle and maintaining true financial wellness.

Build an emergency fund

Having extra cash in an emergency fund comes in handy when life throws you something unexpected.

Ways to help set financial goals

Write financial goals to get closer to the target.

Methods and Strategies for Breaking Down a Budget

You can have a budget – and still live the life you want to live.

Taxes

Tips on how to prepare for tax season

Reminders and tips when preparing for tax season.

Common tax deductions you might be missing

Check out a few of these tax deduction ideas that may apply to you.

How long to keep documents before shredding

Do you know how long to keep tax records, bank statements, utility bills and other important documents? Here are some suggestions to help.

The information in this article was obtained from various sources not associated with State Farm® (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates). While we believe it to be reliable and accurate, we do not warrant the accuracy or reliability of the information. State Farm is not responsible for, and does not endorse or approve, either implicitly or explicitly, the content of any third party sites that might be hyperlinked from this page. The information is not intended to replace manuals, instructions or information provided by a manufacturer or the advice of a qualified professional, or to affect coverage under any applicable insurance policy. These suggestions are not a complete list of every loss control measure. State Farm makes no guarantees of results from use of this information.

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