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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Retirement Health Care Costs

Four tips for managing health care costs in retirement.

November 19, 2025

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Annuities and Estate Planning

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 19, 2025

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Insurance and Extreme Weather

The frequency of weather-related disasters is on the rise. Here are common shortcomings with homeowners' insurance—and what you can do to help protect yourself.

November 18, 2025

College and education

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529 Accounts for Study Abroad

Yes, families can use 529 distributions to pay for costs associated with study abroad programs—but there are restrictions. Here's what to know.

November 14, 2025

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5 Documents for College Kids

When your child becomes an adult, you lose access to their private information. Establishing these legal documents before they go off to college can offer peace of mind.

November 12, 2025

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Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

November 11, 2025

Estate planning

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Annuities and Estate Planning

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 19, 2025

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Protecting Your Digital Estate

Our personal information and financial assets are increasingly stored online. Here's why you need a digital estate plan—and how to create one.

November 17, 2025

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4 Tips for Aging in Place

Many retirees would like to continue living independently and in their own home as they age. Find out what you can do now to help prepare for aging in place.

November 17, 2025

Saving for retirement

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Will Your Financial Plan Last?

Sound financial planning tries to account for various scenarios, but it may not always foresee the unexpected stressors of life. Is your plan built to last through retirement?

November 14, 2025

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Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

November 11, 2025

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How to Plan for Life's Goals

Retirement is important. But it's probably not your only goal. Here's how a financial plan can help you balance retirement savings with life's other important milestones.

October 10, 2025

In retirement

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Annuities and Estate Planning

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 19, 2025

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Retirement Health Care Costs

Four tips for managing health care costs in retirement.

November 19, 2025

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5 Questions for Gray Marriages

Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.

November 07, 2025

Tax planning

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Understanding Tax Cost Ratio

Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.

November 18, 2025

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Cryptocurrency Donations

Donating cryptocurrency offers potential tax benefits but also comes with unique considerations that can complicate the process.

November 14, 2025

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How to Use a QPRT

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

November 13, 2025

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Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks, including loss of principal.

Past performance is no guarantee of future results.

This information on this website is for educational purposes only, and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.