Millennials and Investing

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Where Are You in Your Financial Journey?

Find the description that best fits your current situation, then use our resources to help you achieve your financial goals.

I'm Just Getting Started Saving

Use these resources if you haven't started saving for retirement though an employer plan or an Individual Retirement Account (IRA), and you don't hold investments outside a retirement plan.

Adulting Five Things I Wish I Knew About Managing Finances

Savings Calculator

Set Your Financial Goals

Start an Emergency Fund

Contributing to Your 401(k) Plan

I'm Saving in a Retirement Account

Use these resources if you are saving through an employer-sponsored plan like a 401(k), 403(b) or IRA, trying to save more, or thinking about investing outside a retirement plan. 

What Does It Mean to Be Pre-Tax or Tax-Advantaged?

Retirement Calculator

Traditional and Roth 401(k)s

Where Do I Start? How to Find and Work with an Investment Professional

How Your Credit Score Impacts Your Financial Future

I Have Investments Outside a Retirement Account

You are no stranger to investing and have investment accounts outside a 401(k) or IRA that hold securities such as mutual funds, exchange-traded funds, individual stocks, bonds or other investments.

How Are Your Investments Doing?

Fund Analyzer

What to Expect When You Open a Brokerage Account

Managing Your 401(k)

It Pays to Understand Your Brokerage Account Statements and Trade Confirmations