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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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The Risks of Being a Fiduciary

Many people agree to be estate executors and trustees without understanding the legal responsibilities of those roles. Here's what to know about being an estate fiduciary.

November 15, 2024

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Borrowing Against Your Assets

A securities-backed credit line uses the value of your nonretirement investments as collateral, providing a quick infusion of cash, often at lower interest rates than other loans.

November 15, 2024

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The Cybercrime Revolution

The latest cyber scams are coordinated, sophisticated, and alarmingly effective. Here are three cybercrimes to watch out for—and tips for how to protect yourself.

November 15, 2024

College and education

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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.

October 09, 2024

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Coverdell Savings Accounts

Coverdell Education Savings Accounts (ESA) can provide more flexible investing options compared to 529 college savings plans.

September 26, 2024

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529s Benefit From FAFSA Update

529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.

August 16, 2024

Estate planning

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The Risks of Being a Fiduciary

Many people agree to be estate executors and trustees without understanding the legal responsibilities of those roles. Here's what to know about being an estate fiduciary.

November 15, 2024

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Inheritance Considerations

Passing wealth to the next generation can create security and opportunity, but the amounts and methods for your giving should be informed by the financial skills and goals of the recipients.

November 15, 2024

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Finances and Family Values

Leaving a legacy is about more than just money. Here are the dos and don'ts for establishing a shared family value system that can span generations.

November 15, 2024

Saving for retirement

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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.

October 09, 2024

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The Future of Social Security and Medicare?

Medicare and Social Security are projected to run out of money by 2036. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.

August 14, 2024

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Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

July 12, 2024

In retirement

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Inherited IRA RMDs

The IRS has waived RMD requirements from inherited IRAs for 2024. Here's how to decide whether you should take or skip the withdrawal.

November 15, 2024

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Warn Your Parents About Fraud

Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

October 07, 2024

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Key Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

September 27, 2024

Tax planning

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Divorce and Taxes

When divvying up assets during divorce proceedings, taxes should be a key consideration, not an afterthought. Here's how different assets may be treated in the event of divorce.

November 15, 2024

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Cryptocurrencies and Taxes

Virtual currencies can result in real tax liabilities. Here's how crypto is taxed and how to report such transactions on your return.

November 13, 2024

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2024 Taxes: 8 Things to Know

Get ready for Tax Day 2024 with these eight essential tips. Learn what taxes are, the tax brackets for 2024, and more.

November 05, 2024

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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.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

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.

The information provided here is for general informational 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, consult with a qualified tax advisor, CPA, financial planner or investment manager.