Personal Insights

Explore insights for your lifestyle

College

6 Ways to Use a 529 Plan

A 529 plan isn't only for tuition. A number of other education-related expenses qualify.
Providing your child with a 529 college savings plan is a great way to help them fund higher education expenses.
Insurance

Build a Disability Income Insurance Policy

Disability insurance riders allow you to customize your policy to reflect your priorities.
The advantage of purchasing riders for your disability income policy is that you only pay for what you need, or what you think you'll need.
Investing

Investment Types You Should Know

There's a wide variety of investments you can use to put your money to work for you.
Here are 10 types of investments you may want to consider as you put together your strategy.
Retirement

Investing for Retirement

You may not consider yourself wealthy, but you could have more wealth than you think.
The key to successfully investing for retirement is optimizing your assets for the future.
Investing

Should You Invest in Real Estate Investment Trusts?

Real estate investment trusts provide a useful entry to real estate investing.
Real estate investment trusts are companies that develop and run income-producing properties.
Family

Trusts Versus Wills: What's the Difference?

Two of the most common legal documents specifying who inherits what can have different uses.
Generally, the more money or property you have, the more it may make sense to use a trust.
Taxes

Why Tax Planning Should Be More Than a Yearly Practice

Thinking long term allows you to build wealth and a legacy for you and your family.
The tax bracket you're in this year may change next year or in the years to come. 
Security

Don't Be a Victim of Phishing

What is phishing, and how do you prevent phishing attacks? Watch this video for five simple ways to detect and avoid phishing attempts.
Fraudsters trick people into revealing their personal information.
Security

4 Tips to Keep Your Passwords Safe Online

Strong password management helps protect you from cyberattacks. Watch this video for tips to keep your passwords secure.
Keep your passwords confidential. You should never share them with anyone!
Family

Plan Financially For Your Kids to Return Home

These strategies can help you get ahead of your kids returning home after college.
A lifetime trust can help pay for things like college, healthcare and emergency expenses.
Investing

Stocks or Bonds: Which Makes Sense for You?

Here's how to find the right investment for all your different financial goals.
Bonds are typically a more stable, predictable investment than stocks.
Retirement

Securing Your Financial Future During Uncertain Times

Take back control during an economic downturn by making strategy retirement investment moves.
Focus on some smart strategies to protect your retirement savings during periods of economic uncertainty and stock market volatility.
Investing

How to Start Investing

These tips will teach you how to get started with investing, even as a complete beginner.
It's important not to put all your investment eggs in one basket.
Family

Do Your Kids Need a Roth IRA?

Opening a Roth IRA for your kids can be a great way to save for college.
For many families, a Roth IRA may be a better savings choice than a 529 plan.
Investing

Myths of Diversified Investments 

Diversifying correctly means your investments won't all react the same way to market events. 
Just like any good thing, it's possible to overdiversify or to make mistakes in your strategy. 
Saving

Know the Difference Between a CD and a Savings Account

Find out what you need to consider about each to help you meet financial goals.
CDs and savings accounts have similarities and differences, and both can be used jointly as part of a larger strategy.

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Showing 225 to 240 of 349 results

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