![Couple sitting in kitchen working on updating a will.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/852b7b5b-328f-4b71-9a9f-3f555f9714d2/AdobeStock_392923835_PFG.webp?h=56d0ca2e&itok=RqkXuaw_)
4 min read
7 doable steps to help you create a will
A list of assets and an executor are just two of the things you need to help you create a will.
![Five high school teenagers (two boys, three girls) carry books and backpacks as they walk down the hallway at school.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/6d682c74-5c05-474e-a772-02f4ebe62c64/AdobeStock_496958326_PFG.webp?h=4d7857f8&itok=_WO_DL4J)
5 min read
How 529 plans may benefit you and your taxes when saving for college
Thinking of investing in a college savings plan? There are lots of pros to 529 plans, including potential tax savings benefits.
![Smiling older man and woman in their home.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/3c4160fd-924c-46e5-9cf0-5989b1adf8e9/AdobeStock_245925188_PFG.webp?h=56d0ca2e&itok=V86d5Hu-)
5 min read
What are 2024 401(k) and IRA max contribution limits?
Increases to 401(k) and IRA contributions for 2024 give you more options to boost your savings.
![Woman working on taxes and retirement planning using calculator and notebook.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/023776b0-713c-42f3-91d0-39821da39da3/AdobeStock_623891899_PFG.webp?h=56d0ca2e&itok=yxXzqs-r)
2 min read
4 ways to save on your taxes and save for retirement
These positive money habits can work overtime to reduce your tax bill and help build long-term retirement savings.
![Woman using a calculator to calculate her taxes.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/1a8040fe-e2be-4dd6-b476-335ab0ff75d9/AdobeStock_559846322_PFG.webp?h=56d0ca2e&itok=qlFtKdNv)
7 min read
8 ways you can save on taxes in 2024
Financial planning—for retirement, health care, and beyond—may offer tax-saving strategies to help trim what you owe.
![Two men reviewing tax information and calendar on a computer.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/94a22a2b-1fc2-44b4-86e7-04948f4d08e5/AdobeStock_301880795_PFG.webp?h=56d0ca2e&itok=czfFdT7L)
7 min read
8 things to remember when you file your 2023 taxes
Tax brackets and exemption limits often change from year to year. Check these eight planning to-dos when you file your taxes.
![Person sitting on a couch with a dog and paperwork in their lap.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/df606d6e-96c1-417e-8835-a01578ba6efd/AdobeStock_291788330_PFG.webp?h=56d0ca2e&itok=0Ajr6TrB)
4 min read
What to do when your spouse dies: a financial checklist
Working through this list can help you figure out what to do when your spouse dies.
![Man and woman reviewing paperwork needed to prepare taxes](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/1e858604-6548-499f-bdb1-8d1d1e5bfc3b/AdobeStock_555123724_PFG.webp?h=854a7be2&itok=VINr_hmc)
5 min read
Tax prep checklist: 4 things you can do right now
Use this tax prep checklist to cross a few tasks off your to-do list so you’re ready when it’s time to file.
![Person adding financial dates to paper calendar and computer calendar.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/68c56e94-9231-4f16-af12-491cb9e45ffc/AdobeStock_301945114_PFG.webp?h=56d0ca2e&itok=TsNFwGmJ)
5 min read
Key dates to add to your 2024 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.
![Picture of a couple reviewing paper and digital financial documents.](/sites/resources/files/styles/pds_article_preview_secondary/https/brandassets.principal.com/transform/80abfcc4-bbd5-4abe-a9ea-d256c73062d1/AdobeStock_488102405_PFG.webp?h=2e5cdddf&itok=EeybKHv4)
3 min read
Should you digitize your financial documents?
When it comes to securing your financial details, a mix of digital files and paper copies can help you boost document protection for important records.