Citi Personal Wealth Management
Learn about the factors to consider when choosing an IRA.
Read More on Comparison – Traditional vs. Roth IRAs
insurance & long-term care
Learn the basics of parts A, B, C and D of Medicare.
Read More on Learn About Medicare and Medigap
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
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
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"?
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
trust & estate planning
The sunset of our historically high estate tax exemptions is coming — and with the recent election, it could be sooner than you think. Consider gifting away assets to reduce estate taxes while you still can.
Read More on Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?