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20 Results

• Saving for Retirement

  A few simple tools and tips can help people of all ages save for retirement.

• From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Tax-Advantaged Ways to Save for College

  In the college savings game, all strategies aren't created equal.

• What to Know About Multigenerational Estate Planning

  Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

• Wealth and Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

  Discover six smart wealth‑planning strategies—from taxes to withdrawal planning—to help wealthy individuals prepare for a confident retirement.

• Beneficiary’s Guide to Handling an Inheritance

  Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.

• 529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

  Here are some key details about 529 plans and other education savings options to help you decide which plan is appropriate for you and your loved ones.

• Government Shutdown: How to Navigate the Market and Manage Your Portfolio

  How to manage your portfolio during a government shutdown.

• Financial Planning in Today’s Fast-Paced World

  In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.

• How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

  A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

• A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions

  529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member.

• Calculators

  Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

• Worried About Your Financial Health? It May Be Time For A Checkup

  Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.

• Creating a Legacy of Change through Charitable Giving

  Philanthropy today is different than it was in the past.

• What Should Millennials Consider Doing With Their Money?

  As the oldest millennials have reached their forties, this generation is purchasing homes, paying off student loans, and starting their families. But while millennials might get some teasing for their "avocado toast" tastes and penchant for convenience, these 30-to-40-year-olds represent a powerful economic force. What are millennials spending their money on now, and what might they do to help increase their assets over the next few decades?

• Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

  Estate planning is also significantly relevant for single individuals without children.

• Spring Has Sprung: Time to Refresh Your Retirement Plan

  Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.

• Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

  Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.