"Test your financial literacy"
How financially literate are you? We'll give you a series of quiz questions to answer, and then we'll have you score yourself.
"Saving for college with a 529 plan"
We'll talk about how a 529 plan works, tax benefits, funding your account, how you can use the money in it, and more.
"The buyer's guide to buying a home"
Learn best practices for homebuyers in 2021 that will help you calculate how much you can afford, come up with your down payment, choose a home, and apply for a mortgage.
"Retirement planning — facts vs. fiction"
Learn the facts you need to know as well as the widespread myths and misconceptions that could derail your chances of a financially secure retirement.
"Creating a disaster plan for your finances"
A pandemic, hurricane, flood or other natural disaster can devastate people's lives and livelihoods. Learn what steps you can take now to minimize the next disaster's impact on your finances.
"Your year-end financial checklist"
September is a great time to prime yourself for a strong finish to 2021 and a good time to review your tax withholding, take advantage of tax deductions and prime your finances for progress in 2022.
This material is provided solely for educational purposes; it does not take into account any specific individual facts and circumstances. It is not intended, and should not be relied upon, as tax, accounting, or legal advice.
Also in this issue
- Six enduring financial planning fundamentals
- Nearing retirement? Be sure your portfolio reflects your time horizon
- Get tax advantages on college savings with a 529 plan
- Deciding whether to rent or own a place to live
- How to talk finances with your loved ones