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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 woman sitting in her kitchen, filing her taxes on her laptop.

Curious how pandemic-related legislation may impact your 2021 taxes? Here are 10 insights and updates to keep in mind when filing.

7 minute read
Photo of woman preparing her files for tax season

Check off a few tasks for the 2021 tax season so you’re ready when it’s time to file.

5 minute read
Photo of woman preparing her files for tax season

Check off a few tasks for the 2021 tax season so you’re ready when it’s time to file.

5 minute read

Taxes impact the national, state, and local economic outlook—and your pocketbook.

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

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

4 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