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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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Woman who has created a financial plan.

From paying down your debt to retiring early, learn how to set and achieve your financial goals.

4 minute read
Woman who is creating a budget to determine how to fund her financial goals.

So you’ve set your 2021 financial goals. Now comb that budget to find more money for them this year.

4 minute read
Photo of a woman creating a financial plan.

Looking for a step-by-step approach to creating a financial plan? (Or a handy reference if you already have one.) We’ve got you covered. Here’s how you do it.

5 minute read
Photo of a dog whose owner could afford to pay for their surgery because they had an emergency fund.

Would a $500 expense throw off your budget in a big way? If the answer is yes, you may want to set up an emergency fund, and here’s how much you need.

4 minute read
Photo of someone checking out and paying for a purchase.

Debt is a fact of life. Find the right balance and manage it using 1 of these 2 methods.

4 minute read
Photo of a family who has planned for the future by creating an estate plan.

You don’t have to be wealthy or old or married or a parent to need an estate plan. Learn how to create your plan, and the 4 key documents you need.

6 minute read