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A few key medical documents help round out an estate plan and give guidance to your loved ones.

Worksheets, calculators, and financial support: These free tools can help you prepare for retirement, protect your income, and more.

Twelve easy to-dos (and a few bonus reminders) can help you create a list of in-reach financial accomplishments for the coming year.

With the right tools and resources, including tips on investing beyond your 401(k), you can map out a personalized financial plan from start-to-finish to help you succeed on all your financial goals .

A list of assets and an executor are just two of the things you need to help you create a will. 

Building wealth, whatever that looks like, and leaving it to the people we love—it’s a goal many of us share. Here’s how to pass your financial legacy from one generation to the next.

You work hard to build your savings. Protect what you’ve built by making sure your savings go to the retirement beneficiary you choose.

Working through this list can help you figure out what to do when your spouse dies.

Have a lot on your mind post-divorce? We get it. This straightforward checklist of financial to-dos is designed to lead you to the next stage of your journey with confidence.

What’s a trust? Do you need a trust if you have a will? Learn how this estate planning option can benefit you and your family—now and in the future.