Financial Education

Investing

Investinginvesting | 5 min read

Alternative Investments: An Array of Tools for Diversifying Your Portfolio

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Investinginvesting | 5 min read

Investing Through Uncertain Markets

Investinginvesting | 5 min read

Exploring the Potential Effects of the End of US Interest Rate Hikes

Investinginvesting | 3 min read

Introduction to Exchange-Traded Funds (ETFs)

stacked building blocks with hand and fingers climbing the blocks

Investinginvesting | 3 min read

6 Steps to Building Your Portfolio

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Investinginvesting | 3 min read

Does Systematic Investing and Dollar Cost Averaging Make Sense for You?

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Investinginvesting | 3 min read

Investing Basics: Taking on Risk — In the Hope of Earning Higher Returns

Woman holding a tablet and wearing headphones

Investinginvesting | 3 min read

Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"?

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Trust & Estatetrust & estate | 3 min read

Special Needs Trusts: Help for Disabled Family Members

Advisor Perspective Series

Family & Moneyfamily & money | 3 min read

How Can Members Of A Multi-Generational Household Best Handle Expenses?

united states capitol building dome and american flag in foreground

Retirementretirement | 4 min read

How Can the Secure Act 2.0 Benefit You?

Advisor Perspective Series

Retirementretirement | 4 min read

You Only Saved $100K for Retirement, Now What?

Retirementretirement | 3 min read

Comparison – Traditional vs. Roth IRAs

Retirementretirement | 4 min read

7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets

Retirementretirement | 4 min read

The Right Time to Collect Social Security

Family and Money

Advisor Perspective Series

Family & Moneyfamily & money | 3 min read

How Can Members Of A Multi-Generational Household Best Handle Expenses?

Family & Moneyfamily & money | 3 min read

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

Family & Moneyfamily & money | 3 min read

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

Family & Moneyfamily & money | 3 min read

529 Plan for Education – 4 Steps to Help Maximize Savings

Family & Moneyfamily & money | 3 min read

Money and Marriage: Tying the Financial Knot

Family & Moneyfamily & money | 3 min read

Using Student Loans to Help Finance College

Personal Financepersonal finance | 3 min read

2018 Tax Cuts and Jobs Act Provisions That Are Sunsetting After 2025

Personal Financepersonal finance | 3 min read

How to Help Reduce Your Taxes Using Tax-Loss Harvesting

Personal Financepersonal finance | 3 min read

Your 2024 Tax Planning

playing cards stacked to form a triangle

Personal Financepersonal finance | 3 min read

The Tax Triangle

Personal Financepersonal finance | 4 min read

Numbers You Need to Know: 2024 and 2025

Personal Financepersonal finance | 3 min read

What About an Emergency Fund?

Trust & Estatetrust & estate | 3 min read

Trust Fundamentals
At a Glance

Trust & Estatetrust & estate | 4 min read

Estate Planning: Beyond a Will

Trust & Estatetrust & estate | 3 min read

Special Needs Trusts: Help for Disabled Family Members

Trust & Estatetrust & estate | 3 min read

Change of Trustee Considerations
At a Glance

Trust & Estatetrust & estate | 3 min read

Charitable Giving Can Benefit Tax and Estate Planning Strategies

Mature adult man on the phone looking concerned

Trust & Estatetrust & estate | 3 min read

Key Steps to Take After a Loved One Passes Away

Insuranceinsurance & long-term care | 3 min read

Getting a Life: Insurance in Case You Aren't Around

women smiling handing her bank card to a teller

Insuranceinsurance & long-term care | 3 min read

Learn About Medicare and Medigap

Insuranceinsurance & long-term care | 3 min read

Life Insurance: More Than Just Protection for Your Family

Insuranceinsurance & long-term care | 3 min read

Elder Care: Good Planning Can Make All the Difference

Important Information

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written. The relevance of such topics may change at future dates.

Diversification and asset allocation do not protect against loss or guarantee a profit.

Please consult your Financial Advisor before making any investment decisions.

The above content is for informational purposes only and contains a summary of the topic and is not intended to be a comprehensive discussion, including any legal or tax ramifications of the strategies or concepts described herein. These strategies are not guaranteed to succeed or indicate future performance, and they do not necessarily represent the experience of other clients.

This is not an offer to buy or sell any of the securities, insurance products, investments, or other products named.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (“CGMI”), member SIPC. Insurance products are offered through Citigroup Life Agency LLC (“CLA”). In California, CLA does business as Citigroup Life Agency LLC (license number OG56746). CGMI, CLA and Citibank, N.A. are affiliated are affiliated companies under the common control of Citigroup Inc.

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Explore Financial Education

Insights from Citi's Senior Wealth Advisors on topics across the wealth-planning spectrum.

Investing

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Family and Money

Personal Finance

Trust & Estate

Insurance & Long-Term Care