6 min read
Can you lose your retirement savings in a divorce? One man's story
Just because retirement savings are in your name doesn’t mean they’re necessarily all yours. Meet a man who was on track to retire in 15 years until a divorce settlement changed his plans.
7 min read
What is asset allocation and how does it work?
You need just the right mix of investments to help meet your financial goals. Explore ideas to create an asset allocation plan that’s right for you.
4 min read
See your household financial snapshot in 3 easy steps.
What if you could build something more with your investments? What would that look like? First, you need to know where you stand with your finances.
10 min read
What is a Roth IRA and how do I use it to save for retirement?
Starting and contributing to a Roth IRA offers a key tax advantage and a way to diversify your retirement savings.
4 min read
Should you convert retirement savings to a Roth IRA?
Taxes, estate plans, and retirement income needs all figure into whether you want to move retirement savings to a Roth IRA conversion.
4 min read
Spending in retirement: Withdrawal strategies and tax tips
You've spent your career saving for retirement. But once you retire, how do you switch to spending? Follow these tips to create a withdrawal strategy.
5 min read
2 ways retirement savings accounts are taxed
All retirement savings accounts are taxed; the difference is when you pay it—either today or when you start withdrawing.
6 min read
6 things to do with your money before having a baby
Whether you’re a new parent or you’ve got a little one on the way, the time to plan for your family’s finances is now.
5 min read
3 steps to get started when you're ready to invest your money
You’re already an “investor” if you contribute to your 401(k). But if you’re ready to venture beyond saving/investing in a retirement plan, here are three steps to get started.
7 min read
Getting married later in life? 3 money conversations to have with your partner
Getting married when you’re older—when you may have an established career, more assets, and possibly kids—requires different financial considerations. Here are a few to discuss together.