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Let’s be honest: financial planning can be confusing, stressful, and just plain boring. But when you focus on the kind of life you want—the goals, needs, and dreams you have for yourself and your family—your decisions about money get a lot easier. We’re here to help you explore the financial topics that matter to your life.

Looking for more in-depth guidance? Talk to your financial professional to create a financial plan for your specific needs and goals.

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Photo demonstrating how taxes can impact the economic outlook.

Taxes of all sorts impact the national, state, and local economic outlook—and your pocketbook, too.

5 minute read

So 2020 is history, but your ability to lower your 2020 taxes might not be. Here are three ways you may still lower your tax bill.

3 minute read

An emergency fund can save the day, for everything from a leaky pipe to medicine for a pet. But how do you start one and pay for everything else? We’ve got some ideas.

5 minute read
Photo of someone learning about credit scores.

Reviewing your credit report and understanding how to increase your credit score can pay real-life, real-money benefits.

5 minute read
Photo of young family reviewing their 2020 retirement contributions limits with their financial advisor.

Retirement contribution limits stayed the same for 2021. Find out what this and other recent changes can mean for your retirement plans, whether you’re already saving or just getting started.

5 minute read
Women prepared for retirement by maximizing contributions to their retirement accounts.

Just a 1% increase in your 401(k) contribution can make a big difference. Learn how making the most of your retirement plan now could help ensure your golden years are even more golden.

4 minute read