Life’s journey includes a lot of milestones for you and your family. From getting married to welcoming children to caregiving to divorce, planning for your financial goals can help you stay grounded as things shift and change.

Focus on your financial goals.

Questions? Call us at 1-800-332-6161

 

Update Information

If you currently invest with us, be sure to update your information to include any change in address, beneficiaries, or employment.

Getting married

Establishing a new life with someone you love is a wonderful and hopeful time. Here are a few practical things to consider when starting out.

Long-term financial goals

Wedding expenses might still be on your mind. But it is important to keep an eye on your financial future so that you can enjoy retirement together.

Expanding your family

Welcoming a new family member through birth or adoption is a joyful event. Here are a few things to consider when it comes to the financial well-being of your new addition.

Will and trusts

Create or update your will and/or trusts to reflect your intentions for your growing family.

Start saving for college

It’s never too early to save for a child’s educational future. A 529 plan offers you a tax-advantaged way to save for college tuition and education-related expenses.

Caring for a loved one

We understand that caring for a loved one involves emotional time and energy as well as financial commitment. While you focus on your loved one, we can help you stay on track for retirement and other financial goals.

See if you're on track

Quickly get an estimate of how prepared you and your household are for retirement.

Consider your estate

Make your wishes clear and establish financial provisions for your family.

Going through a divorce

Ending a marriage can be a complicated and emotional time. Here are few things to consider when it comes to protecting your financial future.

Planning
 

Compile all financial paperwork, including wills, trusts, financial statements, and brokerage statements. Then consider having a financial planner involved with making legal settlement decisions.

Tax implications
 

Consult with a tax advisor to determine the best course of action regarding retirement and brokerage accounts.

Social Security
 

Review the rules regarding Social Security benefits. Those aged 62 or older might be eligible for a larger social security benefit based on their former spouse’s earning history.

All investments are subject to market risk, including the possible loss of principal.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. This [material] [communication] does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.