Planning & Retirement

Prepare for financial milestones and events

Financial planning

Financial Tips for New Parents

Raising a child is expensive. Here's how to set financial goals for your child's milestones while keeping your retirement savings on track.

November 13, 2024

Give Meaningfully on a Budget

There's more to charitable giving than writing a big check. Here are meaningful ways to support causes important to you and still stay within your budget.

November 13, 2024

How Financial Planning Helps

Here are five ways having a financial plan can help you.

November 13, 2024

College and education

Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

October 09, 2024

Coverdell Savings Accounts

Coverdell Education Savings Accounts (ESA) can provide more flexible investing options compared to 529 college savings plans.

September 26, 2024

529s Benefit From FAFSA Update

529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.

August 16, 2024

Estate planning

Planning a Business Succession

Austin Jarvis joins Mark Riepe to discuss succession planning for business owners and the unique challenges faced when keeping a business in the family or selling to a third party.

October 14, 2024

Should You Start a Foundation?

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

October 09, 2024

How to be a Tax-Smart Donor

Increase your charitable impact while potentially reducing your taxable income.

October 09, 2024

Saving for retirement

Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

October 09, 2024

How Does a 401(k) Work?

Learn how 401(k) retirement plans work and get answers to questions on contribution limits, distributions, and more.

September 12, 2024

The Future of Social Security and Medicare?

Medicare and Social Security are projected to run out of money by 2036. Mike Townsend discusses possible solutions to the shortfalls and the likelihood of each.

August 14, 2024

In retirement

Warn Your Parents About Fraud

Frauds and scams can happen at any time. It's important to know the red flags and to talk to the elders in your life about how to help protect their assets.

October 07, 2024

Key Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.

September 27, 2024

9 Must-Dos If You're Retired

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

August 20, 2024

Tax planning

6 Questions for Tax Season

Asking these questions about your tax situation could reveal areas where you might save some money.

November 14, 2024

Are You Ready for Tax Day?

The sooner you start gathering your tax forms and getting ready to file, the less stress you're likely to feel as Tax Day approaches.

November 13, 2024

Cryptocurrencies and Taxes

Virtual currencies can result in real tax liabilities. Here's how crypto is taxed and how to report such transactions on your return.

November 13, 2024

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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