Financial Education Center

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.

How Does Inflation Affect Me?

Are you saving for retirement? For your children's education? For any other long-term goal? If so, you'll want to know about something that can impact your savings: inflation. Inflation is the increase in the price of products over time.