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3 min read
Financial planning
Free financial planning tools, calculators, and worksheets to help you reach your goals

Worksheets, calculators, and financial support: These free tools can help you prepare for retirement, protect your income, and more.
4 min read
Estate planning
What to do when your spouse dies: a financial checklist

Working through this list can help you figure out what to do when your spouse dies.
4 min read
Estate planning
Roth IRA estate planning: How to build a tax-free legacy

Discover the rules, strategies, and planning considerations for Roth IRA estate planning, which can help reduce the tax burden of your heirs.
Middle-age woman sitting on couch looking at her computer
5 min read
Retirement
Over age 50 and single? Here’s how to prep for retirement

Careful, thoughtful planning when you’re over age 50 and retiring alone can help you save for the financial goals you have.
Couple reviewing financial documents
3 min read
Financial planning
Should you digitize your financial documents?

When it comes to securing your financial details, a mix of digital files and paper copies can help you boost security for important records.
A woman and her daughter painting.
5 min read
Estate planning
What is a trust and do I need one?

A trust may be an effective tool for you to use in your estate plan to help maintain privacy, control your assets, and ensure your wishes.
Person adding financial dates to paper calendar and computer calendar.
5 min read
Financial planning
Key dates to add to your 2026 financial calendar

Twelve easy to-dos (and a few bonus reminders) can help you create a list of in-reach financial accomplishments for the coming year.
5 min read
Estate planning
Have your parents saved enough for retirement? Here’s how to help (and safeguard your own plans, too).

Your aging parents may need financial assistance, from paying bills to making a choice about housing.
6 min read
Benefits and insurance
Having a baby? Here’s how to financially plan for this big life change

Congrats! Having a baby is exciting. What financial planning essentials should make it to the top of your list?
Two people relaxing on a couch, sharing coffee and laughing in a bright living room with modern wall art and plants
4 min read
Financial planning
Will your spouse benefit from your pension? Here are insights to learn more

Pensions may come with an unexpected provision: spousal or beneficiary benefits. What are these and how do they work?