Planning Your Life

Filter resources by category

Down-Size Your Home, Right-Size Your Life

View Resource Down-Size Your Home, Right-Size Your Life

Special Situations to Consider Before Starting Social Security

View Resource Special Situations to Consider Before Starting Social Security

Student Loan Repayment Options

View Resource Student Loan Repayment Options

Now That You’ve Graduated: Repaying Your Student Loans

View Resource Now That You’ve Graduated: Repaying Your Student Loans

Understanding Student Loans

View Resource Understanding Student Loans

Stretch Your Retirement Budget

View Resource Stretch Your Retirement Budget

Managing Your Retirement Funds

View Resource Managing Your Retirement Funds

Income-Based Student Loan Repayment Plans

View Resource Income-Based Student Loan Repayment Plans

Student Loan Forgiveness

View Resource Student Loan Forgiveness

Is a Reverse Mortgage Right for You?

View Resource Is a Reverse Mortgage Right for You?

Expected Family Contribution

View Resource Expected Family Contribution

Important Retirement Savings Milestones

View Resource Important Retirement Savings Milestones

Should College Students Have Credit Cards?

View Resource Should College Students Have Credit Cards?

Spend it or Invest in an IRA?

View Resource Spend it or Invest in an IRA?

Save for Retirement

View Resource Save for Retirement

Estimate Social Security Benefits

View Resource Estimate Social Security Benefits

How Long Will my Retirement Savings Last?

View Resource How Long Will my Retirement Savings Last?

Traditional 401(k) vs Roth 401(k)?

View Resource Traditional 401(k) vs Roth 401(k)?

401(k) Calculator

View Resource 401(k) Calculator

Save for College

View Resource Save for College

Retirement Income Estimator

View Resource Retirement Income Estimator

Will Your Choice of Major Payoff Financially?

View Resource Will Your Choice of Major Payoff Financially?

Don’t Miss Out on Senior Discounts

View Resource Don’t Miss Out on Senior Discounts

In Retirement

View Resource In Retirement

Social Security Benefits

View Resource Social Security Benefits

College Savings Plans

View Resource College Savings Plans

Financial Aid

View Resource Financial Aid

4 Ways to Avoid Social Security Pitfalls

View Resource 4 Ways to Avoid Social Security Pitfalls

What to Know Before You Consider a Student Loan Debt Relief Company

View Resource What to Know Before You Consider a Student Loan Debt Relief Company

Relocating for Retirement

View Resource Relocating for Retirement

The Challenge of Working Your Way Through College

View Resource The Challenge of Working Your Way Through College

The “2K Rule” for College Savings

View Resource The “2K Rule” for College Savings

Misconceptions Surrounding Financial Aid

View Resource Misconceptions Surrounding Financial Aid

When Should I Start Collecting Social Security?

View Resource When Should I Start Collecting Social Security?

Restructuring Your Budget for Retirement

View Resource Restructuring Your Budget for Retirement

Supplemental Healthcare Coverage in Retirement

View Resource Supplemental Healthcare Coverage in Retirement

Refinancing Strategies for Student Loans

View Resource Refinancing Strategies for Student Loans

Extend Your Retirement Budget with the Gig Economy

View Resource Extend Your Retirement Budget with the Gig Economy

Retirement Account Withdrawal Strategies

View Resource Retirement Account Withdrawal Strategies

What are My IRA Options?

View Resource What are My IRA Options?

Comparing Your Financial Aid Offers

View Resource Comparing Your Financial Aid Offers

Saving Money on College Textbooks

View Resource Saving Money on College Textbooks

Catching Up Tips for Retirement

View Resource Catching Up Tips for Retirement

Choosing Between College and Retirement Savings

View Resource Choosing Between College and Retirement Savings

An Overview of 529 Plans

View Resource An Overview of 529 Plans

Minimizing College Application Expenses

View Resource Minimizing College Application Expenses

Maximizing Your Financial Aid Package

View Resource Maximizing Your Financial Aid Package

Finding Scholarships

View Resource Finding Scholarships

Graduating from College Debt-Free

View Resource Graduating from College Debt-Free

College Savings Plan Options

View Resource College Savings Plan Options

How Community Colleges Save You Money

View Resource How Community Colleges Save You Money

The True Cost of a College Education

View Resource The True Cost of a College Education

Saving for Your College of Choice

View Resource Saving for Your College of Choice

Gig Worker Retirement Strategies

View Resource Gig Worker Retirement Strategies

Social Security and the Self-Employed

View Resource Social Security and the Self-Employed

Explaining Payroll Deduction IRAs

View Resource Explaining Payroll Deduction IRAs

Retirement Planning Checklist

View Resource Retirement Planning Checklist

Retirement Planning Mistakes to Avoid

View Resource Retirement Planning Mistakes to Avoid

The Basic Principles of Retirement Planning

View Resource The Basic Principles of Retirement Planning

How to Quickly Pay Off Your Student Loans

View Resource How to Quickly Pay Off Your Student Loans

Living with High Student Loan Obligations

View Resource Living with High Student Loan Obligations

FAFSA and You

View Resource FAFSA and You

Financing a College Education

View Resource Financing a College Education

Have You Saved Enough for Retirement?

View Resource Have You Saved Enough for Retirement?

Supplementing Your Retirement Income

View Resource Supplementing Your Retirement Income

Working in Retirement

View Resource Working in Retirement

How are Social Security Benefits Calculated?

View Resource How are Social Security Benefits Calculated?

How Cost of Living Adjustments are Calculated

View Resource How Cost of Living Adjustments are Calculated

How Much Do You Need to Retire?

View Resource How Much Do You Need to Retire?

Investing in ETFs (Exchange-Traded Funds)

View Resource Investing in ETFs (Exchange-Traded Funds)

Public Service Loan Forgiveness (PSLF)

View Resource Public Service Loan Forgiveness (PSLF)

Employer-Sponsored Repayment Programs

View Resource Employer-Sponsored Repayment Programs

Investing in Stocks

View Resource Investing in Stocks

What is a Mutual Fund?

View Resource What is a Mutual Fund?

Diversifying While Investing

View Resource Diversifying While Investing