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Financial Education Center

Our Financial Education Center can help you create a flexible financial road map to navigate opportunities and uncertainties in your life.

Boost your financial literacy with these tools, videos and articles.

Plan for Life's Possibilities

Access our articles, videos and planning tools to learn more about planning for your life's goals. You can partner with one of our Financial Advisors to create a flexible financial plan that will evolve with your life.

Personal Finance and Investing Articles

Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings

Consider taking certain steps before and after the baby arrives to make the financial side of parenting a little easier.

Read More

What to Do After a Loved One Dies: 3 Important Steps to Follow

Review three key steps for helping to protect your family's finances after the loss of a loved one.

Read More

Money and Marriage: Tying the Financial Knot

As you tackle the financial issues that come with marriage, here are some initial steps you may want to take.

Read More

What About an Emergency Fund?

Get ideas on how much you should set aside for a financial emergency and sources of funds to tap into.

Read More

Planning Tools

Successful planning involves mapping a path to your goals and then following it. The personal finance calculators on this page can help you decide what to do financially.

Inflation

Get a quick take on how inflation may impact your cost-of-living.

Long-Term Care

Start planning how to prepare for potential long-term care needs.

Get Started  with Long-Term Care

Healthcare

Find out how different health care costs may impact your budget.

Get Started  with healthcare

Kids and College Articles

College Financial Aid: What is it and How Do You Get More?

To improve financial aid eligibility for your child, consider these four points.

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529 Plan for Education- 4 Steps to Help Maximize Savings

Get a better understanding of how a 529 plan works and consider four steps to help make the most of them.

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Using Student Loans to Help Finance Your College Education

Here's a brief overview of two broad categories of college loans: subsidized and unsubsidized.

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Retirement Planning Articles

Comparison: Traditional vs. Roth IRAs

Here is a brief overview of some factors to consider when choosing an IRA.

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Planning Your Retirement

The Right Time to Collect Social Security

Review different scenarios for when taking Social Security may make sense for you.

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Planning Your Retirement

Learn About Medicare and Medigap

Learn the basics of parts A, B, C and D of Medicare.

Read More

7 Ways You Might Think About Boosting Retirement Income and Maximizing Savings

If you need more income, consider seven ways to try to boost your income and maximize savings.

Read More

Elder Care: Good Planning Can Make All the Difference

Before a crisis hits, consider key steps to take to plan ahead and arrange for care.

Read More

Planning Tools

Successful planning involves mapping a path to your goals and then following it. The personal finance calculators on this page can help you decide what to do financially.

Social Security

Try out some scenarios on when might be the right time to collect Social Security.

Get Started  with social security

Long-Term Care

Start planning how to prepare for potential long-term care needs.

Get Started  with Long-Term Care

Preparing for Life Changes Articles

Money and Marriage: Tying the Financial Knot

As you tackle the financial issues that come with marriage, here are some initial steps you may want to take.

Read More

What to Do After a Loved One Dies: 3 Important Steps to Follow

Review three key steps for helping to protect your family's finances after the loss of a loved one.

Read More

What About an Emergency Fund?

Get ideas on how much you should set aside for a financial emergency and sources of funds to tap into.

Read More

Elder Care: Good Planning Can Make All the Difference

Before a crisis hits, consider key steps to take to plan ahead and arrange for care.

Read More

Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings

Consider taking certain steps before and after the baby arrives to make the financial side of parenting a little easier.

Read More

Planning Tools

Successful planning involves mapping a path to your goals and then following it. The personal finance calculators on this page can help you decide what to do financially.

Long-Term Care

Start planning how to prepare for potential long-term care needs.

Get Started  with Long-Term Care

Protecting Your Wealth Articles

Planning Your Retirement

Learn About Medicare and Medigap

Learn the basics of parts A, B, C and D of Medicare.

Read More

Elder Care: Good Planning Can Make All the Difference

Before a crisis hits, consider key steps to take to plan ahead and arrange for care.

Read More

What About an Emergency Fund?

Get ideas on how much you should set aside for a financial emergency and sources of funds to tap into.

Read More

Planning Tools

Successful planning involves mapping a path to your goals and then following it. The personal finance calculators on this page can help you decide what to do financially.

Long-Term Care

Start planning how to prepare for potential long-term care needs.

Get Started  with Long-Term Care

Healthcare

Find out how different health care costs may impact your budget.

Get Started  with healthcare

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This material is for general informational and educational purposes only and is not designed to recommend any action regarding an investment product, strategy, account, or plan feature. Any examples used in these material are generic, hypothetical and for illustration purposes only.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.