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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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Young couple talking to a financial advisor.
Absolutely. If you contribute to a 401(k) and an IRA or Roth IRA you may be able to meet multiple retirement savings goals, too.
4 minute read
Photo of a mother and son sitting in front of a laptop and reviewing options for paying for college.

When it comes to paying for college, a withdrawal from your retirement account impacts more than just your statement balance.

5 minute read
Photo of a mother holding her baby while looking at options for emergency cash.

Emergency expenses or losing a job could make it seem like raiding your 401(k) will help you get ahead. Don’t let a short-term need sap your retirement savings.

4 minute read
Photo of a woman leaning over a table and reviewing documents related to her investments due to market volatility.

A market dip may cause stress and worry. These investing tips can help you focus less on the news and more on your financial goals.

4 minute read
Photo of a couple reviewing paper and digital financial documents.

When it comes to securing your financial details, a mix of digital files and paper copies can help you boost document protection for important records.

3 minute read
Photo of a mother and her young child playfully touching their noses together.

A few questions can help you decide if you need a trust as part of your estate plan.

5 minute read