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 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
Photo of a family in their kitchen.

A home is typically your biggest asset, and a home loan your biggest debt. Should you even try to pay off your mortgage early?

3 minute read
Father considers how a will and an estate plan might help care for the people he cares about as he kayaks with young son.

Want to do everything you can to take care of the people you care about? Then it’s time for both a will and an estate plan.

6 minute read
Photo of a couple who are having money conversations to avoid conflict.

Taking your relationship to the next level? It’s time to talk to your partner about finances. See how one couple blends love and money—and what a financial professional has to say about it.

8 minute read
Photo of a couple who have talked about the financial considerations since they are marrying later in life.

Getting married when you’re older—when you have an established career, more assets, and possibly kids—requires different financial considerations. Here are a few to discuss together.

7 minute read