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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Dating and Money

Questions about who should pay for what and when? We share five ideas to help you be social and smart about your money at the same time.

February 11, 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

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401(k)—Scam or Smart Move?

Have you heard on social media that a 401(k) is a scam? Here's why it isn't—and ideas on how you can use it wisely.

February 04, 2026

College and education

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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

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401(k) Student Loan Match

Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.

February 02, 2026

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What Is a 529 Account?

The 529 savings plan provides several tax advantages when used for education expenses.

January 28, 2026

Estate planning

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Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

February 06, 2026

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3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

February 02, 2026

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Financial Steps After Spouse Loss

Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.

January 14, 2026

Saving for retirement

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Life Insurance Alternatives

Retirees can use a life insurance retirement plan to supplement their income, but it might not be the most effective strategy. Here are three alternatives to consider.

February 03, 2026

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401(k) Student Loan Match

Learn how the 401(k) student loan match works and how the new, optional program for employers can allow employees to save for retirement while also paying down student debt.

February 02, 2026

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401(k) Contribution Limits

Learn the latest IRS 401(k) contribution limits (including catch-up and super catch-up rules) and how to plan contributions to maximize tax benefits.

January 29, 2026

In retirement

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Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

February 06, 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.

January 14, 2026

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Retirement Health Care Costs

Four tips for managing health care costs in retirement.

November 19, 2025

Tax planning

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Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

February 06, 2026

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3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

February 02, 2026

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Deductible Investment Expenses

The IRS allows various tax deductions for expenses related to producing taxable investment income. Do yours qualify?

January 23, 2026

Explore more topics

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

0723-NGWC

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.