How to finance life’s big moments
From raising a family to living in retirement, understanding how to plan and prepare for 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:
The Unexpected
Preparing for life’s ‘what if’s’ can feel daunting. To get started, here are a few articles to help you have important financial conversations with your family and plan your legacy.
Expand your financial knowledge
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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.
Losing a loved one
We understand this can be a painful time. When you’re ready, here are the steps to take to notify E*TRADE of an account owner’s death and begin the inheritance process.
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 July 31, 2025. Learn how
Terms apply. Use promo code: OFFER25