Ready to Navigate Life’s Milestone Moments
Life is a journey — full of dreams, adventures and achievements. Along the way, we all have decisions to make and sometimes a few challenges to face. Take this short quiz to get set up with ideas and resources that will help you prepare for your next chapter.
01/05
How would you describe your career at the moment?
02/05
What does home look like for you?
03/05
What best describes your current savings goals?
04/05
Good debt, bad debt, too much debt — what does borrowing mean to you right now?
05/05
What does ‘growth’ mean to you right now?
High School Graduation
The hard work paid off and you’re off to college! Sure, it can be a big transition, but a little extra reading now can get you through this exciting phase with top marks.
How to Prepare for College: The High School Senior’s Guide
Follow this chart to stay on top of your college planning and make sure you’re primed for success when class begins.
Banking 101 — A Guide for High School Seniors
Learn the basics of money management, including how to choose the right bank and bank account for your unique adventure.
5 Tips for Choosing the Best College Housing
On-campus or off-campus? Both have pros and cons depending on budget, commute time and how much independence you’re ready to take on.
Student Loan Calculator
Get a clear picture of your borrowing options and what your monthly payments might look like when you graduate.
College Graduation
You made it to the higher education finish line! Now it’s time to jump-start another new beginning. Having some financial know-how under your belt will put you in a good position as you head out into the real world.
Money Management Tips for Recent Grads
You’re in the real world and making real money, but are you being realistic about your finances?
How to Create a Budget
Before or After College Graduation? Learn the Best Time to Take a Gap Year
Before settling into a job or before signing up for college? Find out what you need to know about taking a year off to explore the world — and yourself.
Moving Out on Your Own
The road to independence starts here! Getting your first place can be scary, but a good game plan and a little research can make this new beginning a piece of cake.
Ready to Move Out?
Try answering these questions to see if it’s the right time for you to step out on your own.
The 50/30/20 Budget Rule
This percentage-based budget divides your monthly income into simple categories that help you get the most from your spending and saving.
How to Start an Emergency Savings Fund
When the unexpected comes up, it’s a big relief to have a financial cushion that can keep you afloat for three to six months.
Starting Your Career
Nothing feels better than cashing your first post-grad paycheck, especially when you’ve done the additional legwork to start your first job off right.
First Career Steps: How to Create Your First Resume
Make your personality and skills shine with this practical guide for crafting your first professional summary.
How to Nail Your First Interview
Ready to stand out from the crowd? Try these tips for turning your interview into a job offer.
Career Relocation
When adventure and new opportunity calls, make sure you’re ready to roll and are equipped with some financial know-how.
Making Your First Major Purchase
Whether you’re making ready for owning your first house or buying a new car, saving and spending wisely is the best way to achieve your goals.
Calculate Your Savings Goals
Figure out how much of each paycheck you really need to put away to reach your financial goals. You might be closer than you think!
How to Improve Your Credit Score
Your credit score can make a big difference in getting approved for a loan or mortgage — or qualifying for better interest rates.
Renting vs. Buying a Home
Before setting your sights on owning, there are a few things worth considering to see if the equation is going to work for you
Moving in Together
Making a home with your sweetheart is a pretty big deal. A little communication and thinking ahead can make this move toward long-term commitment a positive experience for everyone.
Sharing a Place: 10 Tips for a Healthy Relationship
Getting the money part right is one of the biggest challenges couples face. Check these boxes to make sure you’re on target for long-term success.
How Do You Talk to Your Partner About Joint Checking Accounts?
Find out how to start the conversation and become good collaborators in the money management department.
How to Save for Retirement as a Young Couple
You’re never too young to start building your nest egg. Doing it with your partner can make it a lot easier to achieve your goals.
Getting Married
You’re in it to win it, newlyweds! And now it’s time to get serious about harnessing your financial potential and making all those dreams come true.
5 Things to Consider Before Creating Your Wedding Budget
Before you start hiring vendors or ordering flowers, take a moment to sit down and crunch the numbers.
How to Manage Student Loans After Marriage
As a married couple, student loans become everyone’s responsibility. Find out how to create a solid plan for managing debt.
How Married Couples Can Work Together to Reach Their Financial Goals
Get the most out of your dual-income household and learn how to reach your long-term financial goals.
Starting a Family
And a baby makes three! This joyful and rewarding milestone is all about taking another look at your finances, goals and budgeting — from a slightly bigger vantage point.
4 Financial Tips for Your Growing Family
Prepare your budget and maximize savings goals, so you’re ready for this momentous occasion and the future ahead.
4 Financial “Baby” Steps to Take Before You Start a Family
These essential measures can help you protect and provide for your children even before they say hello to the world.
Adopting a Child
It’s the perfect path to parenthood for many of us. But it’s good to get an idea of some of the costs as you enter into this major life decision.
Planning for Retirement
Making ready for a comfortable retirement takes time, dedication and a good strategy to ensure you meet your post-work life goals.
Determining How Much You'll Need to Retire
There is no one-size-fits-all plan when it comes to how much you'll need to retire, but there are a few rules of thumb.
How to Develop a Retirement Income Strategy
When you make the shift from saving to spending, adding some extra income can help ease some of the stress you might be feeling.
The Impacts of the Pandemic on Retirement Plans: Learn What to Do
Retirement savers face a lot of uncertainty right now, but there are practical steps you can take to keep confident and come out on top.
Experience Setbacks
Sometimes things don’t always go as planned in life, but it’s important to know there is a way forward and there are resources to get you back on your feet.
Dealing With Job Loss
Losing your job can be stressful, but being on top of the situation means you’ll be able to turn this transition into a win.
How Much Debt Is Too Much?
Good debt or bad debt? Learn all about debt-to-income ratios and how to evaluate the right borrowing amount for you.
Living Will, Health Care Proxy, Durable Power of Attorney: What They Are
At any age, it’s good to think about end-of-life issues and make a plan to protect loved ones and ensure your intentions are carried out.