4 min read
70% of Americans set financial goals. Here’s how to join them
One step at a time, you can get closer to setting and meeting your financial goals. These steps and a worksheet may help.
Build your knowledge articles
3 min read
Should I pay off my mortgage with my retirement savings? 4 things to consider
If you’re contemplating paying off your mortgage with your retirement savings, these key considerations may help you make a choice that fits short- and long-term goals.
2 min read
Is it too late to start saving for retirement?
It’s never too late to start saving for retirement. Follow these six steps to get started.
5 min read
Your retirement savings plan: How to evaluate and expand your options
Different options exist to help you save for retirement, no matter if you work for a business that offers a retirement plan or work for yourself.
4 min read
Market volatility: What you can do when the stock market goes down
Market volatility isn’t unusual, but that doesn’t mean it’s welcome. What can you do when it happens to help protect your financial goals?
4 min read
Yes, you can combine your 401(k) accounts. Here’s how to do it.
Learn how to find and combine accounts to make it easier to manage your retirement savings—and help cut down the multiple investment decisions, statements, fees, and communications.
5 min read
Near-retirement investment strategies when the markets are volatile
As retirement inches closer, you may worry more about market cycles. These proactive ideas help you focus on your financial goals, not the news headlines.
3 min read
Should you save for retirement or pay off student loans?
Do you have to choose between paying off student loans and saving for retirement? Maybe not.
6 min read
You’ve maxed out your 401(k). How can you save even more for retirement?
Have you saved as much as is allowed in your 401(k) this year? There are options to put away even more for your retirement.
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.