
4 min read
How to build generational wealth
Building wealth, whatever it 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.

6 min read
Why you might need a trust in your estate plan
What’s a trust? How is it different than a will? Do you need one? Learn how this estate planning option can benefit you and your family—now and in the future.

5 min read
How to talk with family about money
Mixing family and money can be difficult and emotional—but it’s inevitable. Here’s help for beginning (and continuing) family finance talks.

6 min read
Should we retire together? 10 retirement questions for couples
There's no universal retirement age. Talk through these questions with your spouse to help determine what retirement timeline suits your needs and lifestyle.

4 min read
Financial planning tips for multigenerational families
Every multigenerational family looks a little different, but the financial questions and concerns can be the same. These ideas can help you plan for every person’s needs.

3 min read
Leave a legacy you can be proud of: 5 considerations for choosing retirement beneficiaries
You work hard to build your retirement savings. Protect what you’ve built by making sure your savings go to the beneficiary you choose.

4 min read
Financial checklist: 13 things to do when your spouse dies
Working through this list can help you figure out what to do when your spouse dies.

5 min read
Your post-divorce finance checklist
Figuring out post-divorce finances can be challenging but focusing on the basics and tackling important paperwork can help you start.

5 min read
What to look for when choosing benefits for open enrollment
The end of the year gives you a chance to adjust contributions and coverage for a range of benefits, including 401(k), insurance, and more.

5 min read
Options for college savings are wider than you might think. Explore six different types, from life insurance to Roth IRAs, to find the right combination for you.