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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Investing With Kids

There are many ways to invest on behalf of and in partnership with your kids. Here are some key account types for education savings, stock trading, and retirement.

June 11, 2026

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How to Improve Credit Score

Want to improve your credit score? Start by understanding why it's important, then focus on how to do it effectively.

June 11, 2026

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What Is the FIRE Movement?

Even if early retirement isn't your goal, FIRE principles may help savers build more financial independence over time.

June 10, 2026

College and education

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Investing With Kids

There are many ways to invest on behalf of and in partnership with your kids. Here are some key account types for education savings, stock trading, and retirement.

June 11, 2026

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Custodial Accounts and College

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

March 25, 2026

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529 Eligible Expenses

529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.

February 06, 2026

Estate planning

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Views on What to Leave Behind

Boomers and millennials bring different life experiences and values to generational wealth transfer, influencing how—and when—they pass wealth along.

June 10, 2026

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Family Business Longevity

Peter Jaskiewicz, a professor of family enterprise, shares the most important lessons he's learned in teaching the next generation to successfully carry on the family business.

June 05, 2026

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Using an IRA to Fund an ILIT

Large IRAs can trigger high tax bills during and after the owner's lifetime. Here's how an irrevocable life insurance trust can help manage the tax hit for owners and their heirs.

June 05, 2026

Saving for retirement

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Late-in-Life Career Change

Leaving an employer later in life presents unique challenges and considerations.

June 05, 2026

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The Costs of a Longer Life

As people live longer, they face the prospect of ultimately paying more for health care. Here are some considerations to help you plan for these increased costs.

June 05, 2026

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Catchup Rules for High Earners

Starting in 2026, high earners are subject to new rules for catch-up contributions. Here's what it could mean for them.

June 05, 2026

In retirement

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Spending Anxiety in Retirement

Why retirees often spend less than they can afford—and how to combat this tendency.

June 05, 2026

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 05, 2026

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A Guide to Retirement Planning

Retirement planning looks different depending on the season of life you're in. Here's how to approach your most important savings goal—one decade at a time.

May 13, 2026

Tax planning

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What's a Capital Gains Budget?

Creating a capital gains budget for your winners can help take some of the sting out of taxes.

June 05, 2026

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Managing Social Security Taxes

High-income retirees are all but guaranteed to pay tax on their Social Security benefits. Here's how you can manage your overall tax hit before and after you start collecting.

June 05, 2026

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Your Life, Your Tax Strategy

When life changes, review your plan for managing taxes. As your family changes, career evolves and investments get more complex, make sure that your tax plan keeps up.

April 22, 2026

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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.