Individual Investor Insights

General Investing View All

Top 10 Tips for Managing Your Accounts

Use this checklist to get the most out of your investment account experience.

Golf and Investing: More in Common than You Think

Being successful at golf—and investing—involves considering the “long game” as well as the “short game.”

You're Not Too Young or Too Old to Plan Your Legacy

Estate planning isn't just for wealthy "fifty-somethings." If something happens to you, having a plan can make it easier for those you love.

    Retirement View All

    4 Facts to Know about Social Security

    Get the facts now to make retirement easier down the road.

    Find out what's changed with Social Security

    Higher benefits and maximums offer a mixed outlook. Review our top five 2020 changes.

    2020 Medicare Changes: What'll It Cost You?

    Costs have increased, and even the elimination of the "donut hole" may not lower your expenses. Here's a look at the changes.

      College Investing View All

      Give and Receive with Accelerated 529 Gifting

      Beyond the tax-advantages afforded by 529 plans, gifting money for college may help fulfill a child's dreams for the future. An accelerated gift may also reduce the benefactor's estate taxes. This can add up to good news for college-bound recipients and gift givers alike.

      Crowdfunding College—Learn How Gifts Can Boost Savings

      Boost savings and lessen the need for loans. Have loved ones give money towards college for holidays, birthdays and other milestones.

      529 Plans: Time to Get Educated

      College decisions are hard enough. Don’t let these common 529 myths keep you from getting started.