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Family & Money

Whether you're getting married, raising a family or wondering how to pay for college, we're here to help you be ready.
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Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings

A baby can bring joy, wonder—and substantial expense. Learn some steps to help make the financial side of parenting a little easier.

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

Learn the four common misconceptions many parents have about financial aid, how financial aid is calculated and ways to improve aid eligibility.

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Using Student Loans to Help Finance College

If your child is offered an aid package that includes loans, think about whether repaying those loans will create a financial strain for you or your child. Learn about two categories of college loans: subsidized and unsubsidized.

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529 Plan for Education – 4 Steps to Help Maximize Savings

529 savings plans are one of the most common ways to build wealth for education. Learn four steps that can help ensure you're making the most of your plan.

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Money and Marriage: Tying the Financial Knot

You and your future spouse are not only romantic partners—you are financial partners, too. As a result, you'll need to address several financial questions.

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Why Work with a Financial Advisor

A Financial Advisor can help you plan for big moments in your life like retirement and education. If you have more complex needs a Financial Advisor can help you with asset protection, trusts, and wealth transfers.

Learn More on Why Work with a Financial Advisor

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Invest the Way that Works for You

Whether you prefer to invest on your own, with an advisor or a combination of both, Citi Personal Wealth Management can provide strategies to help you meet your goals.

Learn More on Invest the Way that Works for You

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Contact Us Today

Our experienced Financial Advisors are here to help you invest for your future and plan for your short and longterm goals.

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INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, Please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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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.

Financial Advisors are representatives of Citi Personal Wealth Management and not of Citibank.

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. 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.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

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