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

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:

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