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Advice & guidance

Partner with a Vanguard advisor

Working with an advisor could help you earn more toward your goals. Get the personal attention you need—at the low cost you'd expect from Vanguard.

Working for your benefit

See what you get when you partner with a Vanguard advisor and how that advisor stays focused on you.

Getting started

Get answers to your questions and help with your enrollment ($50,000 minimum).


Investing goals

Whether you're working with an advisor or managing your own portfolio, the first question is always the same: What are you saving for?

Saving for retirement

Start early and save regularly to help secure your financial future.

Preparing to retire

Get a checklist of things to do in the few years before you retire.

Getting retirement income

Make the most of the money you worked so hard to save.

Saving for college

Find out how much you'll need and how to get started.

Planning for emergencies

Avoid dipping into your savings by building an emergency fund.

Saving for other goals

Set aside money for other big purchases you're anticipating.


Life events

Learn how to keep calm and invest on through any life event.

Your Investing Life™

Money is a big part of life. Get the encouragement you need to stay in control of your finances.

Vanguard Blog

Get tips on making your finances work for the life you're living (or want to live), and see what other investors have to say.

Inheriting accounts

Take ownership of a Vanguard account after a loved one has passed away.


Other resources

Understand the basics of investing, use calculators and tools to help you make smart decisions, and find all the tax information and forms you need.

Investor education

Define your goals—then create a plan for achieving them.

Calculators & tools

Create or fine-tune your investment strategy.

Tax-filing information

File your taxes the right way, the first time.

Forms

Save your stamps—most forms can be completed online.

Naming beneficiaries

Protect your legacy—keep your designations up to date.