Preparing

Navigating life's financial milestones takes some preparation—knowing what to expect and what to watch out for can go a long way. Take a look at these insights for help making your next decisions.

Ready to work after your primary career ends?

For some, your finances may depend on you working after age 65.
09/17/2018

Getting affordable flood insurance

This kind of insurance may be a big hurricane season help.
08/10/2018

Annual enrollment trip planner: your guide to yearly elections

Which health plan? HSA or FSA? How does this affect retirement savings? Annual enrollment raises lots of questions!
07/09/2018

Getting your affairs in order

It may not be a popular topic—but it is important to have a plan in place.
05/16/2018

Helping your (older) parents with their finances

Recognize the signs that help is needed and then be ready to step in.
05/16/2018

6 key Medicare questions

Learn about Medicare eligibility, choices, costs, and when and how to sign up.
04/26/2018

4 questions to ask about life insurance

Feel confident about protecting your family's financial plan.
04/18/2018

Get ready for your countdown to retirement

5 key questions to ask yourself—and answer—about 5 years before retirement.
04/10/2018

5 ways to protect yourself from cyber fraud

Follow these tips to help keep your Fidelity workplace savings account safe.
04/04/2018

3 healthy habits for health savings accounts

See 3 easy ways to make the most of your HSA—now and into your retirement.
03/21/2018

10-second tips: Social Security

Need help figuring out Social Security? You're not alone.
03/19/2018

Getting remarried (or married later in life)

Discuss these money matters with your future spouse before the big day.
03/05/2018

A 5-step guide to preparing for tax season

Simplify tax season and potentially enhance your return by following these 5 steps.
02/02/2018

Tax reform: the biggest changes

New rules could affect income taxes, deductions, college savings, and more.
01/05/2018

5 ways to protect what's yours

It's important to keep your key documents and beneficiaries up to date.
12/15/2017

How to protect against cybercrime

Think you're not a target? Think again. Take these steps to protect yourself.
10/12/2017

How to insure your paycheck

Make the most of disability coverage, an important and often misunderstood insurance.
08/28/2017

Dos and don'ts of marital separation

Any separation for more than a few months can put you in a very vulnerable situation financially.
06/28/2017

Think ahead: 4 easy ways to simplify financial planning for retirement

Here are some retirement preparation ideas you might not have considered.
06/28/2017

Daddy duty: Happy Father's Day!

Parenting really takes it out of men, too! Be sure to wish all the new dads a happy Father's Day.
06/14/2017

How to take care of aging parents and yourself

Ideas to help women protect their financial future while caring for aging loved ones
06/02/2017

5 money mistakes to avoid in your second marriage

Review these "to-dos" before your second "I do."
06/01/2017

Can you guess who we are?

Here's a riddle you might be able to guess: We're tired, stressed, and also overjoyed. Who are we?
05/08/2017

When and how to claim Social Security

Learn how to make critical Social Security decisions—when to claim, what to expect, and how the process works.
05/04/2017

Are your college savings on track?

Our new calculator makes it easy to see whether your savings are on track and make adjustments if not.
04/18/2017

House hunting? Here's how to set your budget

Review five steps that will help you get started.
04/07/2017

Having a baby

Get your finances baby-ready with these to do's from money guru Jean Chatzky.
04/06/2017

It's time to spring clean your finances!

Money guru Jean Chatzky provides a helpful checklist for refreshing your financial approach.
02/10/2017

Bad news—Your retirement's probably not on track

You can fix it, but start soon. Every paycheck you delay is money you're missing out on.
02/06/2017

Almost 80% of Americans make this major tax mistake

Don't part with money you could be using during the year.
01/19/2017

3 big decisions

Get help making Social Security, retirement income, and health care decisions.
01/03/2017

4 money questions to answer at year end

Take stock of your finances and get your new year off to a good start.
12/13/2016

Bridging the gap to Medicare

Retiring early without employer retiree medical coverage? See your options.
12/08/2016

How to prepare for 3 personal finance nightmares

Review some steps you can take now to help you sleep easier later.
10/17/2016

Top 10 money mistakes new parents make

Don't lose track of your finances while welcoming a new baby into the world.
10/04/2016

Real stories: Lessons learned from Susan

Susan shares her lessons learned about saving for the future to help you successfully plan for yours. Hear about the decisions she regrets and the creative way she generates additional money to help make ends meet.
04/18/2016

Starting a new job

04/07/2016

Making room for retirement

04/07/2016

What is your Social Security age?

Find out how your retirement age impacts your Social Security benefit.
02/29/2016

5 Social Security mistakes you don't want to make

Looking at Social Security too simplistically can be a big mistake.
02/29/2016

How to calculate taxes using a paycheck stub

Find out whether you can expect to owe money or get a tax refund.
02/29/2016

7 tips to help build your savings plan

Get tips to help grow your savings and plan for retirement in your 50s and 60s.
01/01/2016