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 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

From rolling over your 401(k) to making a plan for your health savings account, this easy-to-use list can help when you’re changing jobs so that nothing gets lost in the shuffle.

9 minute read
Photo of a man researching different methods to pay off debt.

From the snowball method to debt consolidation, three strategies can help you get ahead of principal and interest payments and get closer to living debt free.

4 minute read
Photo of a person enjoying drinks with the money left over after allocating their paycheck o retirement, expenses, and financial goals.

Find yourself busting your monthly budget? You’re not alone. Learn how to divide your paycheck for living expenses, spending, and saving.

5 minute read
Young woman who understood why she needed disability insurance and is now using the benefits.

Statistically, illness is why the vast majority of workers lose the regular income that keeps them afloat—things like cancer, bipolar disorder, and arthritis. Are you protected?

3 minute read

An emergency fund can save the day, for everything from a leaky pipe to medicine for a pet. But how do you start one and pay for everything else? We’ve got some ideas.

5 minute read