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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 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

Four investing tips can help you safeguard your savings and create a near retirement investment strategy if the markets get bumpy.

6 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
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 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