Educational Resources
Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Does Your Portfolio Fit Your Retirement Lifestyle?

Inflation & Retirement

SECURE Act 2.0: An Overview
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Charitable Giving: Smart from the Heart

Yours, Mine, and Ours: Estate Strategies for Second Marriage

A Checklist for When a Spouse or Parent Passes
Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

The Junk Drawer Approach to Investing

Where Is the Market Headed?
Insurance
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Retiree Health Care Coverage Overseas

Silver Sneakers 101

Life Insurance Myths: Debunked
Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

You May Need to Make Estimated Tax Payments If…

Five Most Overlooked Tax Deductions
Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

How to Read Your Credit Report

Your Emergency Fund: How Much Is Enough?

Spotting Credit Trouble
Calculators

Roth 401(k) vs. Traditional 401(k)

Saving for College
