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Learn & Plan – Financial Education
Citadel not only provides the financial tools and accounts that help you manage your money, but also the educational resources to help you build financial strength. Expand your knowledge, learn new skills, and be able to make more informed decisions about your financial well-being by exploring the articles below.
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Setting a Retirement Goal
Understanding how much you need to save for retirement can be challenging. We can help. Learn how much you need to save, by what age, and more.
Gen X Retirement Trends
The unique experience of Gen Xers has resulted in some common challenges when it comes to retirement planning. Explore common obstacles and Gen X retirement trends.
Filing Taxes in Retirement
Do retired people file taxes? The answer is: it depends. We dive into what you need to keep top of mind if your filing taxes in retirement.
What is the FIRE Movement?
Citadel provides a fresh take on the principles of Financial Independence, Retire Early. What is the FIRE movement? And how can you retire early?
5 Ways to Plan for Retirement During Inflation
Learn 5 ways to protect your retirement plans amidst rising rates. Understand inflation’s impact on retirement planning and how you can stay ahead of the curve.
IRA and 401(k) Rollover Mistakes
Learn about how to avoid certain mistakes when rolling over an IRA or 401(k) when you switch jobs.
Ponzi Schemes and Retirement
As technology grows, Ponzi schemes and pyramid schemes are expanding their reach. Here’s how to avoid Ponzi schemes and invest in your retirement.
4 Timeless Investment Tips
It’s important to know how to protect your investments during a recession. Consider these smart recession-proof investment tips to continue making money during a market downturn.
Your Retirement Fund and the Stock Market
Has anyone ever told you exactly what retirement stocks are? Your retirement fund and the stock market might be more connected than you realize.
Retirees Can Still Invest in the Stock Market
Anyone, at any age, can learn how to invest in the stock market. We’ve got tips and tricks to point you in the right direction.
Quiz: Healthcare Costs in Retirement
It's important to consider a variety of factors when planning for retirement. Test your knowledge of health and healthcare costs in retirement with this financial planning quiz.
Reviewing Your Estate Plan
It’s important to review your estate plan on a regular basis to ensure your affairs are in order. Check out our guide for reviewing and updating your estate plan.
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