Life Events

Build a Personal Estate Plan in Minutes

Secure your legacy and establish an estate plan based on your needs and wishes. With Trust & Will, a leader in online estate planning, you can easily and securely create an estate plan for you and your loved ones.

5 Tips for Using Wedding Gift Money

Congratulations on tying the knot and embarking on a new journey as a married couple! As you settle into this next phase of life, you may find yourself with wedding gift money from your loved ones. Here are our tips for how to use this wedding money to build a strong foundation for your future together. 

Tips for Making the Right Financial Decisions During Career Changes

Whether you’ve landed your first full-time job, made a mid-career pivot, earned a promotion, experienced a layoff or have started to prepare for retirement — employment changes can be both exciting and challenging. These financial tips can help you prepare for any career transition.

5 Tips to Keep Your Spirit Bright Post-Holidays

Take care of your mental health after the holiday season with these 5 easy tips.

Financial Checklist for Starting a New Job

Start off on the right foot and plan for what you need.

Wedding on a Budget

It's easy to get so swept up in the grandeur and thrill of the wedding world that you lose track of what's actually important to you – versus what the wedding industry wants you to feel you need.

Moving? Here’s How to Switch Banks When Moving

Among the many considerations you need to make before moving states is whether or not you'll keep your current bank. No matter how big or small your move, the expenses add up and you'll want easy access to your funds.

How to Make Paying for College Practical

It's best to look over all of your options when determining how your family will cover college costs.

Overcome These Three Common Obstacles to Switching Careers

Make sure you know about three common barriers professionals run into when their switching careers – and how to get past them.

Money: A 10-Point Conversation Guide for the Newly Engaged

If you and yours openly discuss your money philosophy, goals and concerns early in the relationship – and continuously throughout your marriage – you’re likely to reap rich rewards.

College Application Checklist: 5 Financial Considerations

Use this college application checklist to help narrow down your list of colleges based on which will give you the most value.

Reach Your Stress Management Goals by Reevaluating Your Health Insurance Plan

Being on the right health insurance plan can be a big step toward reducing anxiety and reaching stress management goals.