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Citi Personal Wealth Management

Financial Guidance

Whether you’re saving for retirement or planning for other important financial goals, these resources from Citi can help you prepare for life’s big and small milestones.

Featured Articles

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personal finance

Numbers You Need to Know: 2020 and 2021

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

Read More on Numbers You Need to Know: 2020 and 2021

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investing

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

Learn the basics of when and how to rebalance your portfolio.

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

elderly woman smiling

retirement

How to Prepare Your Finances for Early Retirement

Learn steps you might take if you are considering entering an early retirement.

Read More on How to Prepare Your Finances for Early Retirement

mother and daughter taking a selfie

trust & estate

Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with a shifting political environment in Washington, it could be sooner than you think.

Read More on Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

woman opening box with engagement ring

family & money

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.

Read More on Money and Marriage: Tying the Financial Knot

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insurance & long-term care

Learn About Medicare and Medigap

Learn the basics of parts A, B, C and D of Medicare.

Read More on Learn About Medicare and Medigap

  • Family
    & Money
  • Insurance &
    Long Term Care
  • Investing
  • Personal
    Finance
  • Retirement
  • Trust & Estate

Family and Money

woman opening box with engagement ring

family & money

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.

Read More on Money and Marriage: Tying the Financial Knot

young girl holding hands with parents

family & money

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.

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

college-aged woman studying

family & money

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.

Read More on 529 Plan for Education – 4 Steps to Help Maximize Savings

college-aged woman studying

family & money

Using Student Loans to Help Finance Your College Education

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.

Read More on Using Student Loans to Help Finance Your College Education

young woman smiling

family & money

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.

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

Insurance

elder couple smiling

insurance & long-term care

Elder Care: Good Planning Can Make All the Difference

Before a crisis hits, consider key steps to take to plan ahead and arrange for care.

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

pouring over reports

insurance & long-term care

Learn About Medicare and Medigap

Learn the basics of parts A, B, C and D of Medicare.

Read More on Learn About Medicare and Medigap

Financial Guidance

Woman holding a tablet and wearing headphones

investing

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

Learn the basics of when and how to rebalance your portfolio.

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

Personal Finance

person pinching a tablet to expand the page

personal finance

Numbers You Need to Know: 2020 and 2021

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

Read More on Numbers You Need to Know: 2020 and 2021

Man using a calculator

personal finance

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 Emergency Fund

elderly woman smiling

retirement

How to Prepare Your Finances for Early Retirement

Learn steps you might take if you are considering entering an early retirement.

Read More on How to Prepare Your Finances for Early Retirement

Senior couple hugging

retirement

7 Ways You Might Boost Retirement Income and Maximize Savings

If you need more income, consider seven ways to try to boost your income and maximize savings.

Read More on 7 Ways You Might Boost Retirement Income and Maximize Savings

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retirement

Comparison – Traditional vs. Roth IRAs

Learn about the factors to consider when choosing an IRA.

Read More on Comparison – Traditional vs. Roth IRAs

retired couple sitting outside

retirement

The Right Time to Collect Social Security

Review different scenarios for when taking Social Security may make sense for you.

Read More on The Right Time to Collect Social Security

Trust and Estate

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trust & estate

Charitable Giving Can Benefit Tax and Estate Planning

Giving to charity can be as simple as writing a check or donating old clothes and furniture. But as you give, you might also be looking to save on taxes and meet estate-planning goals.

Read More on Charitable Giving Can Benefit Tax and Estate Planning

mother and daughter taking a selfie

trust & estate

Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with a shifting political environment in Washington, it could be sooner than you think.

Read More on Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

Mature adult man on the phone looking concerned

trust & estate

What to Do After a Loved One Dies: 3 Important Steps to Follow

With death comes grief and, as a result, it is easy to make mistakes and miss crucial details after the loss of a loved one. Here are some key items to keep in mind when it comes to death and finances.

Read More on What to Do After a Loved One Dies: 3 Important Steps to Follow

See More Content

Use the filters below to see more market commentary, useful webcasts and financial guidance content.

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Video of Shawn Snyder offering his insights on investing in a post-COVID global economy

2021 Outlook - A New Beginning: Investing in a Post-COVID World

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Juan Arana, Head of the Citi International Personal Bank U.S. Investment Lab, offer their insights on investing in a post-COVID global economy.

Video (61:27)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Potential Impact of the Election

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on what the results of the U.S. election mean for financial markets, the economy, and your personal finances.

Video (57:00)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Path to the Presidency Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on the potential policy implications.

Video (68:00)

Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2020 Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, discusses how to invest in this new economic cycle with Steven Wieting, Citi Private Bank’s Chief Investment Strategist and Chief Economist.

Video (59.19)

Explore Citi Benefits

Market Insights are only one of the many benefits you get as a client.

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    Personalized Financial Guidance

    Collaborate with your dedicated team to create a personalized financial plan around your life’s “what ifs” using Citi Wealth Advisor, Citi Personal Wealth Management’s digital financial planning solution.

    Learn More on Personalized Financial Guidance

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    Ways to Invest

    Citi offers a range of investment and insurance products and services that can help you work toward your financial goals. These products include individual stocks, fixed income and mutual funds, as well as more sophisticated offerings like alternative investments and structured products.

    Learn More on Ways to Invest

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    World-class Investment Capabilities

    Gain access to Citi Personal Wealth Management’s world-class investment platform, including a breadth of product choices and research from hundreds of analysts globally.

    Learn More on World-class Investment Capabilities

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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 or filmed. 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. 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.

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