Articles to help with your tax and budget planning

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


How COVID-19 Impacts Student Loan Repayments

The CARES Act provides temporary student loan forbearance on all federal student loans. We break it down, along with other changes to student loan funding.

Budget Date Ideas for Couples

Save money to put toward your future financial goals with these budget date ideas for couples.

How to Budget for Non-Monthly Expenses

Irregular or non-monthly unexpected expenses throughout the year can bust your budget. Here are some tips to help.

How to Use the 50/30/20 Budget Rule

Balance your personal spending and saving with the 50/30/20 budget rule. Discover how much should be used for everyday needs, wants and savings.

How to Keep a Holiday Budget

Planning and sticking to a budget during the holidays helps prevent out of control spending.

Money Management for Couples

Helpful and practical money management methods and budgeting tips for couples.

Budget and Start Saving Money Today

If you've been putting budgeting off, you've come to the right place. In Budgeting 101, we show you how to kickstart your motivation and budget like a boss.

Build an Emergency Fund

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

How to Start a Budget

Budgeting doesn't have to be something you roll your eyes at. We'll help you figure out ways to set your goals and how to make a budget.

Great Ways to Set Financial Goals

As a business owner, your financial goals should be split into two worlds: one set for your business and another for your personal life.

Methods and Strategies for Breaking Down a Budget

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

Identify Spending Habits & Know Where Your Money Goes

Figuring out what to budget requires some insights into your current spending habits.

Simple Money Saving Tips

Budgeting requires planning, flexibility and adjustments to get where you want to be. Here are some tips on how to save money along the way.

Organize Your Finances

You've got a solid base to build from, now let's organize your finances. Tactics like using separate or multiple bank accounts can go a long way to help you make your goals a reality.


What You Need to Know for Smart Tax Filing

Reminders and tips when preparing for tax season.

Common Tax Deductions You Might Be Missing

Taxes are complicated and wandering through the list of tax write offs can be hard. Check out what is tax deductible here that you don't want to overlook.

Save or Shred? When You Should Keep Financial Documents

When it comes to tax and important documentation, knowing whether to keep it or shred it is important. We've compiled information to help you with this important task.

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.