6 min read
Nearing retirement? How to use open enrollment to help plan for your future financial needs
Once you hit your mid-50s, you can use your company’s open enrollment period to assess how your changing health and lifestyle may impact your future financial needs.
5 min read
It’s open enrollment time: How to choose your benefits for next year
The end of the year gives you a chance to adjust contributions and coverage for a range of benefits, including insurance coverage, voluntary benefits, and savings accounts. It’s also a good time of year to check in on your retirement contributions.
6 min read
Money and marriage: Insights every couple can use to help manage goals and build confidence—together
People of all ages and life stages get married every year, and have to spend time figuring out what works for their financial plans. These ideas can help.
5 min read
Long-term care: How to include it in your budget and financial plan
Long-term care planning is part of your retirement planning. Thinking through the options can help you understand and budget for costs and learn more about the ways to pay for the assistance and services you may need as you age.
5 min read
How disability and life insurance can help protect your paycheck and your family
Disability insurance and life insurance are two ways you can help protect yourself and your loved ones against the what-ifs of life.
5 min read
If you’re getting divorced, what’s next for your financial plan
A divorce affects budgets, retirement planning, and how you protect loved ones.
3 min read
4 ways to use an HSA in retirement
The funds you save in a health savings account (HSA) can be useful in retirement to help pay for qualified medical expenses, save on taxes, and more.
5 min read
Medicare and your retirement budget: How to prep for deadlines and coverage options
Understanding and planning for Medicare enrollment and coverage is crucial to help you build a comprehensive retirement budget. These insights help you get started.
5 min read
Key dates to add to your 2025 financial calendar
Twelve easy to-dos (and a few bonus reminders) can help you create a list of in-reach financial accomplishments for the coming year.
11 min read
How to create your own lifelong financial plan, step by step
With the right tools and resources, including tips on investing beyond your 401(k), you can map out a personalized financial plan from start-to-finish to help you succeed on all your financial goals .