From college to retirement, plan for all of life's milestones.

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The College Landscape After Tax Reform

The Tax Cuts and Jobs Act of 2017 is now law – and it could potentially impact the college savings plan you’ve put together for your student. Here’s what you need to know.

Your health is your greatest wealth How prepared are you

Regardless of your generation, it is important to have conversations about what you value most in life and how you would want to be treated in specific health or medical situations.

Estate planning for future generations

If your family is like many others, talking about money is taboo. Don’t let poor communication be the reason your legacy doesn’t last for generations.

Cash, dethroned

There used to be a time when cash ruled the roost. When a healthy wallet was packed with a selection of bills: some ones and fives and a few twenties, and if things were really going well a nice crisp $100.

The new way to donate: Crowdfunding

Crowdfunding is gaining popularity and paving the way for the next generation of giving. Explore how this new form of fundraising is capturing the attention and dollars of younger generations while traditional nonprofits are struggling.

Wealth due to inheritance

If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other issues.

Five things to know about 529 plans

It doesn’t matter if your child is still learning to count or deriving equations with ease, there’s no better time to get started saving for his or her college education than right now.

How will I manage to send my child to college?

Being able to send your child to college is near the top of the wish list for most parents. A college education can open doors to many opportunities, and is increasingly necessary in today's economy. But that diploma doesn't come cheap.

Planning for marriage

Planning for marriage encompasses more than just deciding whether to serve chicken at the reception and whether you should take a honeymoon cruise.

A necessary holiday conversation

The holidays are a time to celebrate family and loved ones. As you catch up with older relatives this holiday season, consider addressing a problem that costs seniors an estimated $2.9 billion a year: elder financial fraud.

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