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