
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
What happens to my money when I die? 6 steps to estate planning
Not sure where to start with estate planning? Begin with a simple question: Who gets what when I die?

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.

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.

7 min read
4 little known secrets from retirement super savers
Ready to save more for rainy days, and retirement too? These retirement super savers offer financial lessons we can all use.

4 min read
Your retirement age: What’s the best time to stop working?
Have you ever wondered why age 65 is considered the “normal retirement age”? What if you plan to retire earlier—or later? Here’s how to time it just right.

6 min read
How to budget for health care costs in retirement
Answering a few key questions about your plans and your health can help you understand health care costs in retirement.

6 min read
5 things to do before retiring from work
Build your retirement budget, plan for retirement income, and more tips to help when you’re retiring from work.

6 min read
A decade-by-decade plan to save for rising health care costs in retirement
Your retirement savings strategy changes from decade to decade. Here’s how to adjust your health care cost savings plan as you age, too.