If your 401(k) match fell short during the year, a true-up contribution, often paid the following February, is designed to make up the difference automatically.

A fixed-rate loan with a payment that keeps climbing sounds like a contradiction. The culprit is the escrow account, and you have more choices than the letter suggests.

Your monthly payment jumped again after an escrow analysis. The shortfall usually is not a mistake, it is built into how the account works. Here is the mechanism, and what you can do about it.

More than 830,000 taxpayers got a letter saying their refund is approved but on hold. Here's what's actually driving the delays, and how to get unstuck faster.