Financial Education Center

Balancing Work and Family

At one time, the typical American family looked like this: a breadwinner father who commuted a short distance to work and earned a very good living, and a stay-at-home mother who took care of the kids and family home with ease. Life seemed easy and manageable, with plenty of time for family meals, parent relaxation, and important life lesson discussions, and little in the way of work or technological distractions.

Tax Issues Related to Marriage

If you're married (or about to be married), financial planning is certainly important. It's also important for you to be aware of the income tax ramifications of your decisions.

Planning for Marriage to Someone with Children

Marrying someone with children means that your finances will become a lot more complicated as you take into account the needs of your spouse and any children who join your household.

529 College Savings Plans

529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much like the way 401(k) plans changed the world of retirement savings a few decades ago, 529 savings plans have changed the world of education savings.

Key Estate Planning Documents You Need

There are five estate planning documents you may need, regardless of your age, health, or wealth.

Advantages and Disadvantages of 529 Plans

People of all income levels are eligible to contribute to a 529 plan.