Life milestones

Buying a home, marriage, kids, travel… read on for some guidance and tips around life’s big moments.

Home purchase

Buying a home: Should you take the plunge?


How to make your child financially independent by 25


Save money while traveling


7 extraordinary wills and the lives they changed


Crazy or cozy? Whether or not to move closer to your kids


Getting comfortable with cash while traveling abroad

Estate planning

How to choose an executor for your estate

Home buying

Demystifying the mortgage application process


Saving on your child’s wedding


Should you pay off your mortgage in retirement?

There's more to learn

Visit the other areas of our Financial Education section:

Retirement and beyond

Planning for and living in retirement

Personal finance 101

The basics on saving, budgets and investing

Prepare for the unexpected

Building resilience against life’s financial shocks

This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.