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Education Center

Gain valuable insights on topics that matter to you.

The Education Center offers you useful information and tips to help you stay FutureFIT.

Retirement Plan Glossary

Market Commentary 

The articles below are educational in nature and are not intended as financial advice.

Life Events

Father and son smiling in park Father and son smiling in park 4 Financial Steps to Consider Before You Start a Family

Happy Mature Couple Hugging on Beach Happy Mature Couple Hugging on Beach 4 Ways to Reduce Financial Stress

Smiling young woman standing with her arms crossed and her colleagues standing in background. Smiling young woman standing with her arms crossed and her colleagues standing in background. 3 Ways to Beat the Retirement Gender Gap

Young woman sitting at a desk with a pen in hand and looking away. Young woman sitting at a desk with a pen in hand and looking away. 5 Money Lessons Women Must Learn

Beautiful smiling girl hugging her dog cocker spaniel Beautiful smiling girl hugging her dog cocker spaniel How do you manage stress?

Smiling African American businesswoman sitting at a desk in front of a computer Smiling African American businesswoman sitting at a desk in front of a computer Why More Women Should Work Into Retirement

African American woman standing outside her house smiling at the camera African American woman standing outside her house smiling at the camera Should I refinance my mortgage?

Empty highway with green forest on both sides with winding road sign Empty highway with green forest on both sides with winding road sign Fit for the future

Father with his daughter smiling and lookin at camera Father with his daughter smiling and lookin at camera How to teach kids about money?

A Young couple women and men cuttleing with baby on a bed A Young couple women and men cuttleing with baby on a bed New Parents: Which Comes First, Saving For Kid's College Or Funding Your Retirement?

Mature woman smiling near the window Mature woman smiling near the window When Is the Best Time to File for Social Security Benefits?

cheerful young african american man carrying son on his shoulder cheerful young african american man carrying son on his shoulder What's the Best College Savings Account?

Money Management Basics

Female student outdoors holding a notebook and smiling Female student outdoors holding a notebook and smiling How to balance getting an advanced degree with retirement savings

African american woman talking to a customer African american woman talking to a customer How a Financial Expert Can Help You Reach Your Money Goals

Gentlemen couple sitting at the beach at sunset Gentlemen couple sitting at the beach at sunset Beneficiary designations: 5 critical mistakes to avoid

Two business people shaking hands while sitting at the desk with man in the background Two business people shaking hands while sitting at the desk with man in the background 3 Smart money habits college grads are upholding

Young african american woman looking confident with smile on face Young african american woman looking confident with smile on face Saving for Retirement: Millennial Edition

Happy young couple standing in a green spring park Happy young couple standing in a green spring park Spring Clean Your Finances with These Six Smart Money Strategies

Happy African American Mature Couple at the park Happy African American Mature Couple at the park Social Security: 10 Smart Ways to Get More Benefits

Happy family of four at the park Happy family of four at the park How to Be a Good Financial Role Model for Your Kids

Asian woman smiling wearing a gray shirt Asian woman smiling wearing a gray shirt Do I Need Savings in the Bank If I Have Investments?

Happy young man using laptop Happy young man using laptop 4 Simple Steps to Take Control of Your Budget

Happy woman smiling wearing a white shirt Happy woman smiling wearing a white shirt A Simple Financial Life Management Plan for Money Avoiders

Senior African American couple smile before running in charity breast cancer awareness marathon Senior African American couple smile before running in charity breast cancer awareness marathon Payouts Increase for Charitable Gift Annuities

African American smiling while being outdoors African American smiling while being outdoors How to Lower Your Student Loan Payments by Saving for Yourself

Happy family holding american flag in the park on a sunny day Happy family holding american flag in the park on a sunny day What is Financial Literacy and Why Does it Matter?

Happy Hispanic couple holding house keys Happy Hispanic couple holding house keys Making Extra Mortgage Payments? Not So Fast

Smiling young female nurse in hospital standing in hallway Smiling young female nurse in hospital standing in hallway How To Pursue A Six-Figure Salary Without The Debt To Match

Happy young asian man smiling and looking at camera Happy young asian man smiling and looking at camera Financial Planning: Why do I need it?

Three happy mature women smiling and looking at camera Three happy mature women smiling and looking at camera Your account beneficiary designations could be more important than your will

Mature women smiling while she is with her family Mature women smiling while she is with her family Estate Planning: Not just for the wealthy

Confident handsome man smiling wearing glasses Confident handsome man smiling wearing glasses The importance of Diversification

African American man carrying a bag of groceries in kitchen African American man carrying a bag of groceries in kitchen Inflation: The down side of a "safe" portfolio

Happy hispanic family portrait smiling - over a white and blue background Happy hispanic family portrait smiling - over a white and blue background Preparing for a lifetime of saving and spending

Happy mature couple smiling and hugging in the nature park Happy mature couple smiling and hugging in the nature park A closer look at cash, annuities and mutual funds

african american woman smiling while holding a skateboard african american woman smiling while holding a skateboard Managing Risk with insurance

Happy young couple smiling and hugging in the park Happy young couple smiling and hugging in the park 3 reasons to have a budget

African American couple hugging and embracing each other and their young daughter African American couple hugging and embracing each other and their young daughter Here's how Americans are doing on emergency savings

Young Caucasian woman facing the camera and smiling in an office environment Young Caucasian woman facing the camera and smiling in an office environment 4 Basic Calculations Reveal the State of Your Finances

Retirement Planning

Smiling married couple sitting on a couch Smiling married couple sitting on a couch The cost of borrowing from your retirement account

Mature businessman in a blue shirt standing in office environment Mature businessman in a blue shirt standing in office environment Yes, Gen Xers, You Can Meet Your Financial Goals

Caucasian woman wearing eyeglasses with broad smile Caucasian woman wearing eyeglasses with broad smile Multitask When it Comes to Your Money

Two elderly women sitting outdoors Two elderly women sitting outdoors Making Retirement Dreams a Golden Reality—a How-To Guide

Young african american business man working in the office Young african american business man working in the office How to Reach a Million Dollars with just 1%

Happy mature woman wearing pink blouse Happy mature woman wearing pink blouse 3 Things to Do if You're in Your 40s With No Retirement Savings

Cheerful blonde mature woman in park Cheerful blonde mature woman in park How Women Are Pioneering The Future Of Retirement

Smiling married couple sitting on a couch Smiling married couple sitting on a couch The cost of borrowing from your retirement account

College Students at Graduation ceremony College Students at Graduation ceremony 70% Of College Students Damage Their Credit Shortly After Graduating

Smiling African American mother and daughter Smiling African American mother and daughter How boomer parents can set financial boundaries with millennial kids

Mother With Adult Daughter In Park Together Mother With Adult Daughter In Park Together 3 Reasons You Might Run Out of Money in Retirement, and What to Do About It

Happy mature couple in park Happy mature couple in park How much will YOU need for retirement?

Group of people in the gym doing cardio cycling training Group of people in the gym doing cardio cycling training Getting fit for retirement: 6 steps Millennials can take now

Happy married couple receiving financial counseling Happy married couple receiving financial counseling The 3 Biggest Mistakes Couples Make With Retirement Planning (And How To Avoid Them)

Tax Matters

African American family looking very happy outdoors African American family looking very happy outdoors Kids and Other Dependents Can Change Your Tax Picture Following Tax Reform

African American father and his adult son. African American father and his adult son. Tax Breaks for College

smiling modern woman wearing orange blouse smiling modern woman wearing orange blouse 6 Costly Tax Mistakes to Avoid

Three friends smiling holding some tax information Three friends smiling holding some tax information Nine tax breaks for the middle class

Business men hand hold pen fill in the details on the tax forms Business men hand hold pen fill in the details on the tax forms Getting a tax refund?

Business man analysis on data paper using calculator at the office Business man analysis on data paper using calculator at the office Are you eligible for the IRS Saver's Credit?

Happy African-American couple sitting on floor near moving boxes. Happy African-American couple sitting on floor near moving boxes. States That Don't Tax Social Security Benefits

Tools & Calculators

Business man pointing profit with colorful graphs Business man pointing profit with colorful graphs Interactive tools

Hand Of Man Putting Money Coin Hand Of Man Putting Money Coin Savings Calculators

Family holding a sold sign outside their home Family holding a sold sign outside their home Mortgage calculators

Tax documents with a calculator Tax documents with a calculator Estate tax planning calculator

Person doing tax calculation with a cup coffee Person doing tax calculation with a cup coffee Debt calculator

couple looking at a laptop while smiling couple looking at a laptop while smiling Retirement calculators