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Personal Finance

Get strategies and tips to help you manage your money more wisely as you plan for your financial goals and prepare for life events.
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Your 2022 Tax Planning

Why put off until tomorrow what can save you money today? To help you better understand where to begin with tax planning, Citi Personal Wealth Management has outlined areas to consider when starting to think about how to confidently grow and protect your wealth in 2022 and ...

Read More on Your 2022 Tax Planning

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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 on What About an Emergency Fund?

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Numbers You Need to Know: 2022 and 2023

Use these key numbers as you ponder crucial goals like saving for retirement and college expenses, amounts to give to charities, and planning for changes in your estate.

Read More on Numbers You Need to Know: 2022 and 2023

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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.

Get a Complimentary Financial Checkup

Discover how personalized financial planning can help you explore life's what ifs
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Call: 1-877-357-3399 | TTY: We accept 711 or other Relay Service.

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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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