Planning & Retirement
Prepare for financial milestones and events
Financial planning
Retirement
What Is the FIRE Movement?
Even if early retirement isn't your goal, FIRE principles may help savers build more financial independence over time.
Estate Planning
International Estate Planning
International estate planning doesn't have a one-size-fits-all strategy—learn about challenges non-U.S. citizens can face and what to consider when creating an estate plan.
Education
529 Eligible Expenses
529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.
College and education
Empowering the Next Generation
Liz Ann interviews Jim Clark, CEO of Boys & Girls Clubs of America, about how understanding money basics is essential for building confidence, workforce readiness, and long-term economic mobility for young people.
Education
529 Eligible Expenses
529 eligible expenses include K-12 tuition, certain test fees, college housing, and more. Learn what else a 529 account can (and can't) be used for.
Education
What Is a 529 Account?
The 529 savings plan provides several tax advantages when used for education expenses.
Estate planning
Estate Planning
International Estate Planning
International estate planning doesn't have a one-size-fits-all strategy—learn about challenges non-U.S. citizens can face and what to consider when creating an estate plan.
Saving for retirement
Asset Allocation
Allocating Portfolio Assets
As you progress through your retirement investing journey, consider modifying your asset allocation by age as your time horizon, investment goals, and risk tolerance change.
In retirement
Retirement
Retirement Rules of Thumb
Rules of thumb are useful if they get you thinking about your retirement savings, but they're no substitute for a personalized plan.
Tax planning
Taxes
Tax Brackets 2025
Learn how 2025 tax brackets affect your filing strategy, deductions, retirement contributions, and credits—and how to plan smarter before Tax Day.
Tax Planning
Understanding Tax Cost Ratio
Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.