Ready to take control of your financial future? Learn practical steps to define and achieve your long-term financial goals—aligning your values, setting priorities, and creating a clear action plan.

There’s a lot to like about Roth IRAs. After all, who wouldn’t like the chance to have the money in your account grow tax-free? However, most retirement assets are held in tax-deferred accounts like Traditional IRAs. So, to take advantage of the potential tax-free growth that Roth IRAs offer, you need to get your money into a Roth IRA. And since there are limits to how much you can contribute to a Roth IRA, that can be easier said than done. That’s where Roth conversions come in.

Planning your estate? Learn about 4 common types of spousal trusts—SLATs, QTIPs, Marital Trusts, and Bypass Trusts—and how they can protect assets and support your loved ones.

Whether you’re a late starter or a savvy saver, you want to maximize every retirement asset you have. If you’re like most people, that means contributing the maximum amount into retirement accounts like 401(k)s, 403(b)s, and IRAs. And while that’s a swell idea, one thing you may be overlooking is your home.

With soaring home values, many sellers expect a sizable profit when listing their property—and it certainly feels great to get a high price for the sale of your home. However, in some cases, the IRS may want a piece of the action.

Settling an estate for a parent can be an overwhelming and inspiring process. All the needs involved are beyond the scope of this article and would benefit from talking to a financial advisor, estate attorney, tax advisor, or some other professional. But even then, these professionals may only help prepare you for the tactical or planning side of estate settlement.

Accumulating wealth and saving for retirement is a familiar concept for many people, even if the specific strategies aren’t. But what about when you transition into retirement and need to make the switch from saving to spending? Is your portfolio set up for success in your golden years?

When it comes to investing, you have a lot of options. Whether you’re investing in specific companies, funds, or a combination of both, you have myriad choices for investing in securities. It’s no wonder that building out your portfolio can be daunting. There’s a lot to think about, but one consideration that’s growing in popularity is ethics.

Single and planning your estate? Learn the 3 most important steps—establishing power of attorney, naming dependents, and creating a will—to protect your legacy and loved ones.

Balance enjoying today with preparing for tomorrow—explore 3 practical tips to stay present, reduce financial stress, and build a fulfilling retirement plan with peace of mind.