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Life changes. Be ready for whatever the future holds.

Take care of yourself and your loved ones

Learn ways to balance family priorities with your own financial goals.

3 questions for your at-home learning budget

Finding the right answer to at-home education isn't easy. That's why it's important to understand your options and the related costs to find the best fit for your family.

Cash Flow Calculator

Use this tool to estimate your current net monthly cash flow.

529 plan benefits you may not be aware of when saving for college

These benefits could help you manage your family's education costs.

Kids or parents moving in checklist

It's increasingly common for parents, adult children and grandchildren to live together. Learn how to prepare for life in a "multigenerational" household.

Tips for a financially happy marriage

An open dialogue can help you save, invest and plan together.

Couples and money

A four-step plan to more effectively manage money as a couple.

Teaching your children financial responsibility

Help your young children benefit from your experience.

Starting a family

The cost of raising a child continues to increase. Learn how to prepare financially and protect your growing family.

Passing on assets to heirs checklist

A checklist to help you make the planning process efficient and effective.

Getting ready to get married checklist

Tips for building a strong financial union.

How to balance family savings priorities

Learn how to plan and prioritize so you can save for your family's short- and long-term goals.
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Other life priorities
Related life events
Explore resources to help you prepare for these life-changing events: