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 taking an online quiz to find out what kind of investor she is.

Everyday behaviors can be a window to your personality. They may even indicate what kind of investor you are. Take this quiz to find out.

4 minute read
Photo of someone reviewing stock market charts.

What’s behind one of the most-watched economic outlook numbers?

4 minute read
Photo of a man working on a computer.

A just-for-you, start-to-finish strategy for all your money goals? We’ve got it right here, ready to go.

3 minute read
Photo of a woman meeting with a financial professional.

Not sure what to expect in your first meeting with a financial professional? Take these steps to prepare and make the most of it.

4 minute read
Photo of a woman talking with a financial professional.

Discover whether a financial professional (aka financial advisor) is right for you—and how to go about finding one you trust. Or, whether a DIY approach to managing your money works for you.

4 minute read
Photo of Ariana and Ted Schleisman who are living frugally to achieve financial independence.

Drawing upon saving, spending, and investing tips from the FIRE lifestyle, this young couple is on track to retire early. And they still find ways to travel and live big.

6 minute read