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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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Image of couple being fun and responsible with their tax refund.

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

4 minute read
Photo of couple by a table with a laptop, taking steps to save on taxes this year.

So 2021 is history, but opportunities to lower your 2021 taxes might not be. Here are three ways you can still lower your tax bill.

3 minute read
Photo of man charging an electric car after shopping for groceries.

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.

7 minute read
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