How to finance life’s big moments
From raising a family to living in retirement, understanding how to finance major life milestones can make it easier to reach your most ambitious goals.
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Bookmark this page to guide you through some of life’s major financial rites of passage.
Education
As tuition costs continue to rise, it’s important to plan ahead and think strategically about how to pay for them.
Here are some ways to get started:
Family Finances
When getting married and/or raising a family, there are many circumstances you’ll need to plan for financially.
Below are a few ways to get the conversation rolling:
Retirement
Saving for retirement is a lifelong journey. Need a guide? Our Retirement Hub has a wealth of articles and resources for every step of the way.
Here are a few popular highlights to get you started:
- Four things you should consider before rolling over your 401(k)
- Which IRA could be right for me?
- Can target date funds help you retire on time?
- A simple six-step retirement savings checkup
- Saving and planning for retirement in your 20s, 30s, 40s, 50s and beyond
- Podcast: Saving for Retirement as a Business Owner
- Podcast: Taking Stock of Your Company Stock
Elder Care
Whether it’s for yourself, parents, or loved ones, elder care can be complicated…and expensive. The first step to success is to be informed and formulate a solid plan.
Here are a few things you need to know:
Expand your financial knowledge
How can E*TRADE from Morgan Stanley help?
Savings and checking accounts
Ready to start saving more for your goals? Take a look at these account choices to find one that's right for you.
Brokerage accounts
Whether it's for general trading and investing or investing for a child's future, we have the brokerage account type to fit your needs.
Consider a retirement account
Invest in the future, with retirement accounts from E*TRADE.
Morgan Stanley Financial Advisors
Bring your future into focus
Eligible clients can get a goals-based plan and investing guidance from a Morgan Stanley Financial Advisor.
Get up to $1,000 for a limited time1
Open and fund a new brokerage account with a qualifying deposit by January 31, 2025. Learn how
Terms apply. Use promo code: OFFER24