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Explore Financial Education

Advisor Perspectives Series

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

  • multi-generational family baking

    Family & Moneyfamily & money | 3 min read

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

    I noticed an uptick in multigenerational households forming during the pandemic. Initially, families were consolidating households to ...

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

Investing

doors of different colors on a black stair case, one of which is open and a person is walking through it

Investinginvesting | 5 min read

Staying Diversified Through Volatile Markets

Read More on Staying Diversified Through Volatile Markets
tree sprouting out of salt flats

Investinginvesting | 5 min read

Questions for Enhancing Portfolio Resilience

Read More on Questions for Enhancing Portfolio Resilience
blue pie chart

Investinginvesting | 5 min read

Alternative Investments: An Array of Tools for Diversifying Your Portfolio

Read More on Alternative Investments: An Array of Tools for Diversifying Your Portfolio
woman holding phone and looking at chart

Investinginvesting | 5 min read

Investing Through Uncertain Markets

Read More on Investing Through Uncertain Markets
abstract image of colorful stacked cubes

Investinginvesting | 5 min read

What is Margin Investing?

Read More on What is Margin Investing?
person scrolling through tablet

Investinginvesting | 3 min read

Introduction to Equities

Read More on Introduction to Equities
line chart

Investinginvesting | 3 min read

Introduction to Exchange-Traded Funds (ETFs)

Read More on 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

Read More on 6 Steps to Building Your Portfolio
person pinching a tablet to expand the page

Investinginvesting | 3 min read

Mutual Fund Basics

Read More on Mutual Fund Basics
newton cradle

Investinginvesting | 3 min read

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

Read More on Does Systematic Investing and Dollar Cost Averaging Make Sense for You?
silhouette of person jumping in the air with a city scape in the background

Investinginvesting | 3 min read

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

Read More on 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"?

Read More on Giving Your Money a Checkup: Has Your Portfolio Lost Its ”Balance”?

Advisor Perspective Series

college-aged woman studying

Family & Moneyfamily & money | 3 min read

529 Plan for Education – 4 Steps to Help Maximize Savings

Read More on 529 Plan for Education – 4 Steps to Help Maximize Savings
tree sprouting out of salt flats

Investinginvesting | 5 min read

Questions for Enhancing Portfolio Resilience

Read More on Questions for Enhancing Portfolio Resilience
united states capitol building dome and american flag in foreground

Retirementretirement | 4 min read

How Can the Secure Act 2.0 Benefit You?

Read More on How Can the Secure Act 2.0 Benefit You?
three people holding colorful flowers and laughing

Trust & Estatetrust & estate | 3 min read

Special Needs Trusts: Help for Disabled Family Members

Read More on Special Needs Trusts: Help for Disabled Family Members
women smiling handing her bank card to a teller

Insuranceinsurance & long-term care | 3 min read

Learn About Medicare and Medigap

Read More on Learn About Medicare and Medigap
person pinching a tablet to expand the page

Personal Financepersonal finance | 4 min read

Numbers You Need to Know: 2024 and 2025

Read More on Numbers You Need to Know: 2024 and 2025

Retirement

united states capitol building dome and american flag in foreground

Retirementretirement | 4 min read

How Can the Secure Act 2.0 Benefit You?

Read More on How Can the Secure Act 2.0 Benefit You?
pouring over reports

Retirementretirement | 3 min read

Comparison – Traditional vs. Roth IRAs

Read More on Comparison – Traditional vs. Roth IRAs
Senior couple hugging

Retirementretirement | 4 min read

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

Read More on 7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets
senior couple hugging

Retirementretirement | 4 min read

Approaching Retirement

Read More on Approaching Retirement
retired couple sitting outside

Retirementretirement | 3 min read

The Right Time to Collect Social Security

Read More on The Right Time to Collect Social Security

Family and Money

Advisor Perspective Series
multi-generational family baking

Family & Moneyfamily & money | 3 min read

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

Read More on How Can Members Of A Multi-Generational Household Best Handle Expenses?
young girl holding hands with parents

Family & Moneyfamily & money | 3 min read

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

Read More on Financially Preparing for a Baby: Diapers, Life Insurance and Education Savings
young woman smiling

Family & Moneyfamily & money | 3 min read

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

Read More on College Financial Aid: What is it and How Do You Get More?
college-aged woman studying

Family & Moneyfamily & money | 3 min read

529 Plan for Education – 4 Steps to Help Maximize Savings

Read More on 529 Plan for Education – 4 Steps to Help Maximize Savings
woman opening box with engagement ring

Family & Moneyfamily & money | 3 min read

Money and Marriage: Tying the Financial Knot

Read More on Money and Marriage: Tying the Financial Knot
college-aged woman studying

Family & Moneyfamily & money | 3 min read

Using Student Loans to Help Finance College

Read More on Using Student Loans to Help Finance College

Personal Finance

sunset at beach

Personal Financepersonal finance | 3 min read

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

Read More on 2018 Tax Cuts and Jobs Act Provisions That Are Sunsetting After 2025
chess pieces

Personal Financepersonal finance | 3 min read

How to Help Reduce Your Taxes Using Tax-Loss Harvesting

Read More on How to Help Reduce Your Taxes Using Tax-Loss Harvesting
1040 tax form

Personal Financepersonal finance | 3 min read

Your 2024 Tax Planning

Read More on Your 2024 Tax Planning
playing cards stacked to form a triangle

Personal Financepersonal finance | 3 min read

The Tax Triangle

Read More on The Tax Triangle
person pinching a tablet to expand the page

Personal Financepersonal finance | 4 min read

Numbers You Need to Know: 2024 and 2025

Read More on Numbers You Need to Know: 2024 and 2025
Man using a calculator

Personal Financepersonal finance | 3 min read

What About an Emergency Fund?

Read More on What About an Emergency Fund?

Trust & Estate

person signing a document

Trust & Estatetrust & estate | 3 min read

Trust Fundamentals
At a Glance

Read More on Trust Fundamentals At a Glance
person signing a document

Trust & Estatetrust & estate | 4 min read

Estate Planning: Beyond a Will

Read More on Estate Planning: Beyond a Will
three people holding colorful flowers and laughing

Trust & Estatetrust & estate | 3 min read

Special Needs Trusts: Help for Disabled Family Members

Read More on Special Needs Trusts: Help for Disabled Family Members
person signing a document

Trust & Estatetrust & estate | 3 min read

Change of Trustee Considerations
At a Glance

Read More on Change of Trustee Considerations At a Glance
people raising a framed wall

Trust & Estatetrust & estate | 3 min read

Charitable Giving Can Benefit Tax and Estate Planning Strategies

Read More on 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

Read More on Key Steps to Take After a Loved One Passes Away

Insurance & Long-Term Care

father and child smiling at eachother

Insuranceinsurance & long-term care | 3 min read

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

Read More on 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

Read More on Learn About Medicare and Medigap
older couple sitting on beach smiling

Insuranceinsurance & long-term care | 3 min read

Life Insurance: More Than Just Protection for Your Family

Read More on Life Insurance: More Than Just Protection for Your Family
elder couple smiling

Insuranceinsurance & long-term care | 3 min read

Elder Care: Good Planning Can Make All the Difference

Read More on Elder Care: Good Planning Can Make All the Difference
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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.

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 companies under the common control of Citigroup Inc.

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