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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Multigenerational Living

Living with your aging parents and adult children, even if only temporarily, creates unique financial and relational challenges. Here's what to consider.

June 05, 2026

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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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Late-in-Life Career Change

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

June 05, 2026

College and education

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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

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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

Estate planning

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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

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Money & Marriage Later in Life

Considering a late-in-life marriage? Before you and your partner combine your financial lives, here are some important things to keep in mind.

May 27, 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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Do You Need a Wealth Advisor?

Building a tax-savvy portfolio can benefit from a team approach. As your taxes become more complex, consider consulting with a tax advisor, financial planner and/or wealth advisor.

April 22, 2026

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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.