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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 family who has planned for the future by creating an estate plan.

You don’t have to be wealthy or old or married or a parent to need an estate plan. Learn how to create your plan, and the 4 key documents you need.

6 minute read
Photo of a multigenerational family who have considered the needs of each generation in their financial planning.

When you have a multigenerational family, financial planning has a few different twists. Start by considering the financial needs of each generation.

4 minute read
Photo of a father and daughter who will benefit from the CARES act.

The largest federal emergency relief package in United States history has been signed. Learn what the CARES Act means for you and your family.

7 minute read
Photo of a couple who are looking into options for emergency cash during COVID-19.

These are trying times. If you need cash to help you get through a transition period after being affected by COVID-19, you may have options to consider.

8 minute read
Image of a woman who is getting her finances in order after the death of her spouse.

You can never truly be prepared for the death of a spouse or partner. Our financial checklist can help you with what comes next.

6 minute read
A man who is helping his daughter with her future education by setting up a 529 plan.

A 529 plan offers flexibility and tax benefits when you’re saving for future college costs. Learn about the features of a 529 plan and how to make the most of your savings for education.

5 minute read