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Wealth Management

Financial Literacy for Any Stage of Your Life

Financial literacy means being equipped with the knowledge to help make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.

The Fundamentals of Financial Literacy

It’s never too early-or too late-to start improving your financial literacy. A great first step is starting or reviewing your budget, savings goals and financial plan.

Solidify Your Financial Foundation

Build upon your personal finance education with topics such as goal setting, introduction to investing, and credit and debit management.

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Goal Setting and Budgeting 000

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Introduction to Investing 000

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Credit and Debt Management 000

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Build Your Money Management Skills

The financial decisions you make early on can set the stage for lifelong financial wellness. You can start by developing effective money habits that can stick with you for a lifetime.

3 Ways to Manage Your Cash More Strategically Two Ways to Invest a Cash Windfall 5 Strategies to Use a Bonus or Raise 3 Smart Money Moves When Traveling Abroad

What Should I Do With My Money?

A podcast where real people get real answers to their most important money questions from Financial Advisors.

What Should I Do With My Money Podcast The Financial Education I Never Had As a first-generation American, Pradeep wants to help ensure he can give his future family the financial stability he didn’t have growing up. Are his savings sufficient? How can he plan for a growing family and their financial needs?
What Should I Do With My Money Podcast Finally Financially Fit at Forty Money was tight for Willow as a single mom in her 20s. Now that she’s a high-earner in her 40s, can she catch up on investing for her family’s future?
What Should I Do With My Money Podcast A Savvy DIY Investor Seeks Advice Jacob has confidently and competently managed his own money since he was a young adult and has a healthy skepticism for how a Financial Advisor would add value for him. But as his wealth grows, he tells us “I don’t know what I don’t know.” Listen as Jacob’s conversation with a Financial Advisor sheds light on exactly how he might benefit from experienced outside help.
What Should I Do With My Money Podcast Budgeting for a Baby and a Mortgage With a baby on the way, Amanda and Gavin, struggle to plan for all their new expenses. Can they afford to buy a house or will they be stretched too thin?
What Should I Do With My Money Podcast Taking Stock of Your Company Stock Your company stock is doing well. Very well. But you’re so concentrated, what if something goes wrong? Listen to discover more.
What Should I Do With My Money Podcast Get Your Money Mojo Back Dennis lost big in the 90’s dot com bust, leaving him with serious trust issues around investing. Can he overcome his fear to get on track for a comfortable retirement?
What Should I Do With My Money Podcast Saying 'I Do' To A Prenup? Getting married is a personal and financial milestone. The big question on fiancés Natalie and David’s minds if they should sign a prenup.
The Financial Education I Never Had
What Should I Do With My Money Podcast The Financial Education I Never Had
Finally Financially Fit at Forty
What Should I Do With My Money Podcast Finally Financially Fit at Forty
A Savvy DIY Investor Seeks Advice
What Should I Do With My Money Podcast A Savvy DIY Investor Seeks Advice
Budgeting for a Baby and a Mortgage
What Should I Do With My Money Podcast Budgeting for a Baby and a Mortgage
Taking Stock of Your Company Stock
What Should I Do With My Money Podcast Taking Stock of Your Company Stock
Get Your Money Mojo Back
What Should I Do With My Money Podcast Get Your Money Mojo Back
Saying 'I Do' To A Prenup?
What Should I Do With My Money Podcast Saying 'I Do' To A Prenup?

Find a Financial Advisor, Branch and Private Wealth Advisor near you.

Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check.

Planning for Your Family and Legacy

Planning for your children today can help you set the next generation up for future success, including education and legacy planning.

5 Things You May Not Know About 529s (But Should) Next Generation Gifting Considerations Thinking About Your Legacy? Why You May Need a Trust Estate Planning Essentials: 7 Key Steps

Planning for Retirement

Whether your ideal retirement age is near or far for you, preparation can help make your dream retirement come true. Learn More

A Simple Six-Step Retirement Checkup 5 Common Myths about Retirement Planning You Work Hard, Make Your 401(k) Plan Work Harder 5 Mistakes to Avoid in Retirement Are You Prepared for Retired Life? 6 Money Moves to Make in the Decade Before Retirement When Should You Take Social Security? 4 Financially Smart Ways to Take Money Out of Retirement Accounts

Working with a Financial Advisor

Discover how a Morgan Stanley Financial Advisor can help you plan for your future.
How to start that first conversation with a Financial Advisor
Getting Started
Investing can be complicated. Choosing a Financial Advisor shouldn’t be.
How to Choose a Financial Advisor
Whether you need advice or prefer to invest on your own, we have a range of solutions to help meet your needs.
Your Partner, Every Step of the Way

Morgan Stanley Financial Advisor Quiz

Answer a few questions about yourself, your priorities and your preferences, and we'll show you Financial Advisors that may be a good match for you.

Advisor Match

Check the background of our firm and investment professionals on FINRA's BrokerCheck.

Disclosures:

This material has been prepared for informational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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