Featured articles
8 common investing mistakes
When you set out with a clear investment plan that factors in risk, research, balance and reasoned decisions, you'll feel more confident about how you're reaching your goals.
Bull vs. bear markets: how to invest during them
Understand the differences between bull and bear markets so you can better anticipate how they impact your investment decisions.
Investing tax returns: smart strategies for making the most of your refund
Instead of spending your income tax refund now, consider investing it on your future.
Investment diversification: how it works and why it’s important
Diversification is an important tool to help manage risk and volatility in your portfolio.
How to prepare for your first financial advisor meeting
Your first meeting can help determine if the financial advisor is a good match for you professionally and personally.
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Financial planning for every stage of your life
A solid financial plan will help ensure that you have the resources to achieve your short-term and long-term goals in every life stage.
Saving for college? Consider these 5 accounts to help you reach your goals
Wondering what the best option is to set aside money for your child’s education? You’ve got options.
Top retirement risks and how to prepare for them
Learn how to prepare for common retirement risks to help secure your financial future.
Think you can retire at 50?
A strong financial plan is crucial if you want to retire by 50. Learn eight keys to consider when planning for an early retirement.
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Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC ("CFA"), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC ("EPS") or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
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