529 withdrawal rules: Taxes, penalties, and how it works 529 plans can be a smart tax move to save for college, and be sure you understand how qualified and non-qualified withdrawals work to maximize the value.
What is a sinking fund? How to help keep budgets afloat without touching emergency savings This saving strategy can help you prepare for irregular expenses, avoid debt, and keep your safety net intact.
Roth IRAs account for nearly a third of Gen Z and Millennial retirement savings Pooled together, Gen Z and Millennials allocate 27.3% of their retirement savings to Roth IRAs — even as 401(k)s remain dominant by total dollars.
5 ways to manage your personal finances Taking a hands-on approach to money management can involve a close look at where money is coming from, how it's being spent, and where it can best be used.
How much to save for college: A realistic guide for parents As college costs climb, how much you need to save depends on your goals, timeline, and overall college savings strategy.
How much does it cost to have a baby? A guide to prepare for a baby financially Having a child can be a big transition and life milestone, so know what to expect around the cost of having a baby.
No longer elective: Personal finance education is becoming a must in high schools More states are requiring high school students to take personal finance course, with an emphasis on the real-world money skills they'll need after graduation.
HSA, FSA & HRA reimbursement explained Make a plan to get paid back for healthcare expenses through health savings accounts, flexible spending accounts, and health reimbursement accounts.
Average retirement savings by age Discover the average retirement savings by age and learn why personalized planning is crucial for securing your future.
529 plan myths: 6 facts that could change how you save Saving for college can be a prime time to also save on taxes. Get the facts on how 529 accounts work.
Retirement savings: The Saver’s Credit explained Depending on your income, you may be eligible for the Saver's Credit: A tax credit that can further incentivize you to increase your retirement contributions while reducing your tax bill.
Tax planning for parents: Credits, 529s, and dependent care explained Parents paying for child care and education can see if they qualify for tax credits and deductions to maximize their federal return.
