What Are Your Goals?

Now in its second edition, Legacy is a useful, easy-to-read reference that can help open doors to family educational opportunities. Legacy has been expanded with the latest information and advice about wealth transfer — addressing the 2010 Tax Relief Act, planning for disability and more — while reflecting Northern Trust's 122 years of expertise in addressing the essentials.

Resources for those new to financial topics

360 Degrees of Financial Literacy is one of the most comprehensive self-study courses currently available. Developed by the American Institute for Certified Public Accountants (AICPA), the modules teach core financial knowledge and skills in engaging ways that are relevant at different life stages, from childhood through college and on to career, parenthood, entrepreneurship and retirement. It includes articles, lessons and interactive tools. Visit 360financialliteracy.org