• Financial planning principles for volatile markets

    The emotions resulting from market volatility can affect the decisions we make with our investments.

  • The spending plan (budget)

    Your spending plan is a tool to help you achieve financial goals that otherwise might seem impossible to reach.

  • Switching Jobs

    You’ve thought long and hard about leaving your current employer and are now ready to make the move. However, before you clear your desk and head for the door, here are a few tax tips to consider.

  • Building a better budget

    Like many other people, you may worry about your ability to afford retirement. But even when money is tight, there are still ways you can save.

  • Tips for leveraging 529 education savings plans

    Whether you are a new parent just starting out, a grandparent who wants to make gifts to a grandchild, or somewhere in between, saving for college is the greatest contribution you can make to the future of your children.

  • Planning for the future with an ABLE account

    If you or a family member has a disability, you may be interested in learning about a new tax-advantaged option called an ABLE account which can be used to save or invest for qualified disability expenses. Many states have already launched ABLE programs, and more are in the works.

  • A guide to environmental, social, and governance (ESG) investing

    Environmental, Social, and Governance (ESG) investing is a rapidly growing investment discipline that includes many factors that make up traditional corporate best practices. Consequently, many firms that score well on ESG metrics are also solid investment opportunities.

  • Best states to retire…From a tax perspective

    You spend your life working hard to build a nest egg, saving toward retirement in hopes of maintaining a comfortable lifestyle and enjoying the fruits of your labor.

  • Merging your money when you marry

    Getting married is exciting, but it brings many challenges. One challenge that you and your spouse will have to face is how to merge your finances.

  • Buying a home checklist

    A checklist for first-time home buyers

  • Living in the sandwich generation

    Squeezed in the middle, you're in the "sandwich generation" — a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and aging parents.

  • Planning for the financial impact of children

    Whether this is your first child or your fourth, here are some financial matters to think about and plan for before and after baby arrives.

  • Moving forward financially after the loss of a spouse

    The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation.

  • Reaching retirement: now what?

    You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential.

  • How grandparents can help grandchildren with college costs

    As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's predicted to be trillions of dollars over the coming decades.

  • Retirement planning for military members

    Planning for retirement is an important and sometimes difficult endeavor. As a member of the military, you may have some special opportunities and challenges when preparing financially for retirement. Often, retiring from the military leads to a second civilian career--and a second retirement.

  • Understanding IRAs

    Both traditional and Roth IRAs feature tax-sheltered growth of earnings. And both give you a wide range of investment choices. However, there are important differences between these two types of IRAs. You must understand these differences before you can choose the type of IRA that's best for you.

  • Teach your children well: Basic financial education

    As soon as your children begin to handle money, start teaching them how to handle it wisely.

  • Repaying student loans

    You vaguely remember signing a form every year at college registration time. Now that you've graduated, it's all become painfully clear — those forms were promissory notes detailing your student loan obligations.

  • Financial planning: Helping you see the big picture

    Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.

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