Financial Planning and Security

All Financial Planning and Security Content

America Saves Week pledge form on a desk along with cash, a calculator, and smartphone.

America Saves Week 2026

America Saves Week (April 6-10, 2026) is an annual opportunity for individuals to assess their savings and take financial action. Each day of American Saves Week highlights a theme that offers ideas to increase your savings.

Insurance paperwork, calculator, and set of keys arranged on a desk.

Homeowner’s Insurance: Getting the coverage you need in changing times

Have you noticed more extreme weather events in recent years? Learn how can you protect your home in the event of an unexpected natural disaster through home insurance coverage that fits your family's needs.

USB drive, emergency wallet, locked flight case, and emergency checklist arranged on a table.

Keep Your Financial Information Safe After a Disaster

Financial security after a disaster starts with preparation and vigilance. By safeguarding cash and critical documents, building trusted networks, and staying informed through official alerts, you can reduce stress and maintain control during uncertain times.

Collection of emergency supplies arranged on a floor.

Everyday Readiness: Build Your Go Bag, Car Kit, and Stay Bin

While no one wants to think about disasters, odds are you might one day face one. By taking the time to build a go bag, car kit, and stay bin, you can ensure that you and your family have the essentials to stay safe and comfortable.

IRS Form 4547.

What Are 530A (Trump) Accounts?

530A accounts are a new type of individual retirement account for eligible children. The accounts can be opened for a child under the age of 18 and do not require the child, who is the account owner, to have earned income.

A stack of binders and file folders on a wood table.

Organize this! Legal and Financial Must-Haves

A fiduciary is a person with legal authority to act on your behalf in a variety of situations (health care, financial, guardianship, executor, trustee, etc.). Organization is the key to ensuring your fiduciary knows what to do and when.

Prairie pasque flowers blooming in early spring.

Tribal Land Transfer or Individual Ownership of Reservation Land

There are two major types of Native American land. Trust land is held by the federal government, but the beneficial interest remains with the individual or tribe. Fee land is purchased by tribes, the tribe acquires legal title under specific statutory authority. To ensure the passing of your property to those whom you wish, learn how your land is held.

budget sheet with money and bills

Personal Finances

Access the tools needed to take charge of your financial future.

Multi-generation family reviewing estate documents.

Trusts Explained: What They Are and Why You Need One

Trusts are powerful estate planning tools that help individuals protect assets, provide for loved ones, and ensure their wishes are carried out.

Person reviewing and marking up documents with a pen and post-it notes.

Organize this! Why Clear Handwriting Matters for Legal and Financial Documents

When preparing legal and financial documents, it’s essential to write letters and numbers clearly to avoid potential errors. Learn about some commonly confused letters and numbers in handwriting to avoid mix-ups and mistakes in your own records.