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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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How to Maximize Travel Points

The Points Guy shares tips for making the most of your travel perks.

September 18, 2025

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Protecting Finances as You Age

A reality of aging is the natural decline in cognition. Here are steps you can take now that can help you maintain control of your finances later in life.

September 17, 2025

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Money Planning for Group Trips

Traveling with friends can be a blast—but splitting costs can get tricky. Here's how to handle expenses to help keep things smooth and fun for everyone.

September 10, 2025

College and education

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529 College Savings Plans

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

August 28, 2025

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529s for Multiple Generations

Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.

August 15, 2025

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Ways to Pay for College

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.

August 15, 2025

Estate planning

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Protecting Finances as You Age

A reality of aging is the natural decline in cognition. Here are steps you can take now that can help you maintain control of your finances later in life.

September 17, 2025

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Estate Planning in Your Prime

It's never too late—or too soon—to start thinking about your estate plan. Here are three elements of estate planning to consider doing early.

September 02, 2025

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Estate Planning: Unwed Couples

How unmarried couples can achieve the same legal protections as those who've tied the knot.

September 02, 2025

Saving for retirement

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A Guide to Option Income ETFs

Options income ETFs offer investors a unique combination of high yields, downside cushion, and reduced volatility, but they come with risks worth considering.

September 11, 2025

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Five Options for Your 401(k)

Consider these five options for handling an old 401(k).

August 29, 2025

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Life Expectancy in Retirement

A closer look at perhaps the most important assumption of retirement planning: life expectancy.

August 28, 2025

In retirement

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Estate Planning in Your Prime

It's never too late—or too soon—to start thinking about your estate plan. Here are three elements of estate planning to consider doing early.

September 02, 2025

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What Is a Conservatorship?

A conservatorship grants a person legal authority over another's financial and personal matters in the event of incapacity. Here's how they work and how to potentially avoid one.

August 15, 2025

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Wealth Transfer While Living

It can sometimes make sense to gift assets to heirs during your lifetime rather after you're gone. Here's what to consider.

August 15, 2025

Tax planning

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Tax Tips for Traders

Traders have special tax considerations, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.

August 29, 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.

August 20, 2025

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Estate Tax Uncertainties

Three trust types that may help guard against future estate tax changes.

August 20, 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.

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.