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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 a woman who is filing her 2020 taxes.

Curious about how home office expenses and 2020 federal tax brackets may change your filing status? Here are some insights.

7 minute read
Photo of a couple who is saving on their taxes while also saving for retirement.

We’d all like to keep more of our hard-earned money, right? Learn how you can save on your taxes while you save for retirement.

3 minute read
Photo of a man who is preparing for tax season.

Check off a few tasks for the 2020 income tax season so you’re ready when it’s time to file.

5 minute read
Photo of a man who looked into the benefits of a Roth IRA.

We’ll help you understand the benefits Roth IRAs offer, your options for including a Roth IRA in your retirement savings strategy and what to consider when evaluating your needs.

3 minute read
Photo of a large and small change gar depicting that you should use some of your tax refund responsibly.

It can be really tempting to splurge with your tax refund. We’ve got 5 ideas that keep the “fun” in your “refund” while letting you be responsible and strategic with your money.

4 minute read
Photo of a man and a woman plugging in their electric vehicle.

A little tax planning now can go a long way toward helping you keep more of your money next year. Learn about potential savings from tax credits and deductions.

8 minute read