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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 of Ariana and Ted Schleisman who are living frugally to achieve financial independence.

Drawing upon saving, spending, and investing tips from the FIRE lifestyle, this young couple is on track to retire early. And they still find ways to travel and live big.

6 minute read
Photo of two women reviewing something on a computer.

Dreaming of being a student-debt free millennial or Gen Zer? Reframe your approach to your debt and make progress on your financial well-being.

5 minute read
Photo of a woman who practices the FIRE lifestyle through ultra-frugal living to retire early.

The FIRE lifestyle emphasizes ultra-frugal living for people who are trying to retire early. Take this quiz to see how your saving and spending habits stack up.

5 minute read
Photo of a man researching different methods to pay off debt.

From the snowball method to debt consolidation, three strategies can help you get ahead of principal and interest payments and get closer to living debt free.

4 minute read
Photo of a millennial who is planning for retirement by investing aggressively when she is younger.

Check out three reasons for investing aggressively in your 20s and 30s.

4 minute read
Photo of someone cooking to illustrate that you need to "cook up" a plan for asset allocation.

You need just the right mix of investments to help meet your financial goals. Explore ideas to cook up an asset allocation plan suited to your tastes.

7 minute read