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Debt
How to balance paying off debt versus saving money
Explore how to balance paying off debt and saving at the same time.
While it may seem like paying off debt should always come first, having cash reserves can be critical to your overall financial well-being.
Michael Edwards
Manager, Wealth Planning
Taxes
Today's homeowner tax deductions and credits
Learn about nine money-saving tax breaks for homeowners available now.
Because homeownership is costly, it pays to find effective strategies to offset your housing expenses.
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge
Taxes
Simple tactics to reduce your tax bill
Learn the deductions and credits that can help you lower your taxes this year.
Most tax-reduction strategies fall into two categories: tax credits and tax deductions.
Taxes
Your 2026 tax bracket road map
Understand changes to 2026 tax brackets and see how they may affect your financial plans.
Staying on top of tax bracket changes and new tax laws at the start of each year will allow you to modify your financial strategy and ensure you're well prepared for filing season.
Security
Learn to address scams targeting elders
Safeguard your parents' financial security using a few practical tactics.
Effective elder fraud prevention starts with early action. The sooner you talk to aging parents about protecting their assets, the better prepared they'll be.
Home
When is buying a house better than renting?
Homeowners are 43 times wealthier than renters. Learn why.
Understanding the key differences between renting and buying a house can help you make the right choice.
Family
Financial planning for new parents
Expecting, adopting or planning ahead? Here's how to financially prepare for a baby in eight steps.
Whether you're currently expecting, adopting or just planning ahead, there are a few things you can do to get ready.
Taxes
End-of-year financial planning checklist
This end-of-year checklist outlines 10 steps to start 2026 with a stronger financial foundation.
A year-end financial review offers a powerful opportunity to strengthen your finances—helping you uncover tax-saving opportunities, mitigate risks and set clear goals for the year ahead.
Family
How does having a child affect taxes?
Discover seven tax breaks for parents that may help reduce the cost of raising a child.
Raising a child involves significant costs, but there are tax breaks that may help relieve some of the financial strain.
Retirement
Know the difference between a Roth and traditional IRA
There are essential differences between traditional and Roth IRAs that may impact which option is right for you.
Choosing a Roth versus traditional IRA can depend on several key factors, but it all starts with understanding how they differ.
Home
Understanding the 2025 home market
Is now a good time to buy a house? Learn the pros and cons so you can make the right choice for you.
For those who are financially prepared, buying a home now can make sense.
Retirement
How to plan for retirement
Use these retirement planning strategies to help secure your future.
Conventional wisdom says you'll need roughly 80% of your current income to maintain your lifestyle in retirement.
Family
Financial checklist: 8 steps for new parents
This financial checklist for new parents can help ensure you're well-prepared for the first year of parenthood and beyond.
When it comes to financial planning for new parents, creating a budget is important.
Home
Financial planning guide to buying a house
Explore six strategies designed to help you save money on your mortgage while supporting your financial plan.
These six strategies for financial planning to buy a house are designed to set you up for homebuying success.
Retirement
Is a rollover IRA right for you?
Here's how to decide if a rollover IRA is the right choice for your circumstances.
While rolling over a 401(k) or other employer-sponsored retirement plan into an IRA is generally quick and relatively simple, there are some nuances to consider.
Insurance
How to lower insurance premiums as disasters rise
Natural disasters and extreme weather events are becoming more frequent. Learn how to manage their impact on insurance premiums to help minimize losses.
At the very least, an annual review gives you a chance to confirm that your policy accounts for any new risk-reduction steps you've taken throughout the year.
Showing 1 - 16 of 297 results
Showing 1 to 16 of 297 results
