Build Your Knowledge

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 looking at her phone.

The end of the year gives you a chance to adjust contributions and coverage for a range of benefits, including 401(k), insurance, and more.

5 minute read
Picture of a man and child reviewing ways to save for college on a computer.

Options for college savings are wider than you might think. Explore six different types, from life insurance to Roth IRAs, to find the right combination for you.

5 minute read
Photo of a student at college.

Preparing for college costs doesn’t start when your child is a senior in high school. Use this financial guide to help with what you need to know (and when you need to talk to your kids, too).

6 minute read
Photo of a man and a child in a canoe.

Thinking of investing in a college savings plan? There are lots of pros to 529 plans, including potential tax savings benefits.

5 minute read
Photo of a boy moving into college.

One family’s higher ed search helped them figure out the true cost of college. What did they pay for, and what would you do for your own kids?

5 minute read
Photo of a couple budgeting for a home.

Budgeting for a home includes more than just a mortgage payment.

3 minute read