Planning & Retirement
Prepare for financial milestones and events
Financial planning
Mortgages
Understanding Mortgage Rates
Why aren't mortgage rates falling more quickly? Learn how different interest rates work and the various factors that impact the interest rates we pay on mortgages.
Retirement Income
Beyond the 4% Rule
How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.
Financial Planning
Personal Finance Calendar
A month-by-month guide to help get your finances in top shape this year.
College and education
Estate planning
Saving for retirement
Retirement
Save Now for Retirement
The sooner you start saving, the more likely you're likely to reach your retirement goals. Here are some numbers to put things in perspective.
In retirement
Markets and Economy
Volatility in Retirement
Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
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
2024 Taxes: 8 Things to Know
Get ready for Tax Day 2024 with these eight essential tips. Learn what taxes are, the tax brackets for 2024, and more.
Tax Planning
Tax Deductions & Tips
Learn the two main tax deduction types, how tax deductions work, and how they may or may not apply to you and your taxes.