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5 min read

Retirement

I’m saving for retirement … but what about my other goals?

Sometimes we get so focused on our retirement nest egg that we can lose sight of all the other goals we also may need or want to start saving for.

A woman reviewing her finances to make financial trade-offs

4 min read

Financial planning

How to make financial trade-offs with confidence

We all have competing financial priorities. One thing that matters? How we make our own financial trade-offs to help ensure a future that’s as stress free as possible.

A woman reviewing her finances to consider debt consolidation

5 min read

Financial planning

Debt consolidation 101: what to know

Here’s what debt consolidation is and isn't. Find out whether it’s the best option for you.

Two parents and two children playing in the water.

5 min read

Retirement

A tool to help you understand investing and reach your retirement goals: asset allocation

Your time and risk tolerance play a part in your retirement planning, and asset allocation can help by adjusting your investment risk to accommodate both.

Older couple reviewing paperwork with family member.

4 min read

Financial planning

Are adult caregiving duties in your future? They might be—and these steps can help you navigate

Adult caregiving duties may be in your future. Here's how to chart your way with as little stress as possible.

Two parents and two children playing in backyard with one child learning to ride a bike.

6 min read

Retirement

What is a Roth IRA and how do I use it to save for retirement?

A Roth IRA offers a unique way to save for retirement: Withdrawals from both contributions and growth are tax-free, and there are no minimum requirements for withdrawal.

A man and woman happily talking in a kitchen

7 min read

Retirement

What’s the best age for me to take Social Security?

How do you decide the right time for you to begin taking Social Security? It’s complicated, but these insights can help you understand what’s best for you.

Familiy with parents and two children gathered around a table eating a meal.

4 min read

Investing

Target date funds: Why you might want to add them to your investing strategy

Target date funds may be a good match for you, helping balance growth opportunities with risk tolerance as you age and your goals change.

Mother and her young daughter sitting on a bed with a notebook in hand and laptop open.

6 min read

Investing

When markets decline: Smart investing during bear markets

In a bear market, many investments drop in price, like they’re “on sale” for new investors. If you’ve been waiting to invest for the long term, here are some tips to get started.

5 min read

Retirement

Yes, you can spend in retirement—and protect your savings—with these retirement withdrawal strategies

As you switch from saving for retirement to learning how to spend in retirement, some withdrawal strategies can help you figure out what works for you.

9 steps, start-to-finish, to create your own financial plan

From goal setting to budget building, debt payoff, and everything in between, we've got the tools to help you figure out what's next to meet your needs and goals.

Discover ideas

9 steps, start-to-finish, to create your own financial plan

From goal setting to budget building, debt payoff, and everything in between, we've got the tools to help you figure out what's next to meet your needs and goals.