Planning

Beneficiary designations are important because they can override your will. Learn about a few common mistakes account owners may make when naming beneficiaries and how to keep accounts updated.

To open a custodial account, you need to have the child’s name, birthdate and Social Security number ready, plus some personal information about yourself. Learn how to be prepared before opening a custodial account.

Health savings accounts (HSAs) can help you save money to pay for healthcare costs now and in the future. Here’s what to know about the tax benefits of HSAs.

Changing a beneficiary affects who receives your assets after you die. Understand the impact of changing your beneficiary and the limits on possible updates.

Trump Accounts launched in July 2026 for certain children under the age of 18. Some newborns may even be eligible for a $1,000 government deposit. Learn how these accounts work and how they compare to other investing options.

Becoming a caretaker for aging parents is a role reversal for many adults. Learn how to approach organizing finances, planning ahead and preventing elder fraud.

Custodial accounts can impact financial aid eligibility. Learn how a UGMA or UTMA account is treated on the FAFSA and what families should consider when planning for their child’s future education.

Compare Trump Accounts and 529 plans to learn how each works – and how opening both accounts could help support your child’s long-term financial future.