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Home > Advice & Tips > Personal Planning
In todays world, planning is the key for protecting and preserving your current lifestyle and for reaching your future goals. After all, life can be full of changing circumstances and priorities - getting married, buying a home, sending children to college, investing for retirement, and creating a legacy, to name a few.
As you may know, it's important to make well-informed decisions as these situations and opportunities arise. Take full advantage of the resources being provided to you on this site. Simply click on the articles that most interest you.
Education Planning
529 college planning
Nine steps to raising money smart children
Understanding your college savings options
Winning at the college financial aid game
Retirement Planning
Ten rules for the retirement road
An IRA dilemma: to roll or not to roll
Consolidating retirement plan assets
Financial issues as retirement draws near
Retirement planning worksheet
Social Security's annual benefits statement mailing
Weighing your 401(k) options at retirement
Estate Planning
A checklist: What you need your survivors to know
Choosing beneficiaries for your IRA
Choosing life insurance
Gifting: Shower your kids, shelter your estate
IRD: A tax rule beneficiaries need to know
Minimize taxes with estate planning and gifting
Stretch your IRA across several generations
Understanding estate and inheritance taxes
Using trusts as part of your Estate Planning
Life Events
401(k) plan choices for jon changers
A checklist: What to do when a relative dies
Bereavement: When a loved one dies
Divorce: Steps to take during an emotional time
Divorce: A checklist
Job change - look before you leap
Transitioning jobs, Managing your finances
Eldercare
Being a caregiver
Choosing long-term care insurance
Finding the right care facility for an older relative
Getting support for an adult living at home
Making "Medigap" work for you
Nursing home checklist
Financial Basics
Anatomy of an Annuity
Creating a household budget
Distributions of employer stock from 401(k) plans
Employer Stock Option basics
Handling stock options in a down market
Organizing your financial records
Planning for major purchases
Reducing debt takes commitment, patience
Roth IRA: A retirement savings choice
Understanding separately managed accounts
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