How to Embrace Your Financial Wellness This Fall | Retirement Accounts Are Not All Taxed the Same | Using a 529 Plan? Here's What to Keep in Mind
Created for {EMAIL} | [Web Version]( September 24, 2023
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[] Personal Finance
[] [How to Embrace Your Financial Wellness This Fall](
[How to Embrace Your Financial Wellness This Fall]( (Getty Images)
Economic uncertainty can take a toll on your mental health if you don't [stay on top of your financial wellness](. CFP Greg Ward offers some advice on where to start. [] Saving for Retirement
[] [Retirement Accounts Are Not All Taxed the Same](
[Retirement Accounts Are Not All Taxed the Same]( (Getty Images)
How you handle your pre-tax and after-tax accounts can make a big difference in your income in retirement and the legacy you leave. Investment adviser Jerry Golden shares ways to [allocate your income to make the most of it](. [How automated tech makes investing easy](
Stay chill while your money works for you, with Betterment's tax-smart tools and automated technology. Investing involves risk. Performance not guaranteed. [LEARN MORE]( ADVERTISEMENT [] College
[] [Using a 529 Plan? Here's What to Keep in Mind](
[Using a 529 Plan? Here's What to Keep in Mind]( (Getty Images)
As the school year progresses, ensure you're [using the money from your 529 plan]( for qualified expenses and keeping track of documentation, advises CFP Julie Virta. Taxes and options for unused funds are also considerations. [] Estate Planning
[] [Creative Estate Planning Strategies for Uncertain Times](
Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts, according to CFP Paula Nangle. [Read More]( [Unlocking Generational Wealth - Owning Innovative Companies for the Long Run](
In today's evolving financial landscape, generating lasting wealth requires a strategic approach that goes beyond short-term gains. Watch this SAM webinar as we share our insights on the power of investing in innovative and promising companies that have the potential to grow over time. [WATCH NOW]( ADVERTISEMENT [] Retirement Planning
[] [Four Threats to the Distribution Phase of Retirement](
Financial adviser Cliff Ambrose recommends keeping challenges such as inflation, market volatility and more in mind when it's time for you to shift from saving for retirement to spending. [Read More]( [Will My Social Security Last Long Enough?](
Financial myths can make it difficult to plan your retirement — and then stick to that plan. When mapping out your retirement years, it's critical to have the right information. [LEARN MORE]( ADVERTISEMENT [] Also on Kiplinger
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