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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 woman who is considering whether she should take a RMD in 2020.

Thanks to the CARES Act, 2020 required minimum distribution (RMD) rules have changed and you have a choice: You can take it or leave it this year.

5 minute read
Photo of a man who looked into the benefits of a Roth IRA.

We’ll help you understand the benefits Roth IRAs offer, your options for including a Roth IRA in your retirement savings strategy and what to consider when evaluating your needs.

3 minute read
A couple of retirement plan participants talking about the SECURE Act status and how it will affect them in 2020.

Been following the SECURE Act in the news? Don’t worry, we’ve got you covered. It may impact your retirement savings and how you generate income once you’re retired.

2 minute read
A woman who has learned about variable annuities and if they fit into her retirement income plan.

If retirement is still a few years (or even a few decades) off, a variable annuity could offer a great opportunity to potentially grow your nest egg.

3 minute read
A couple who is figuring out if an indexed annuity is right for their retirement income plan.

An indexed annuity provides the opportunity for risk-free growth. See if it might be a good fit for your retirement saving strategy.

3 minute read
Photo of a couple who has calculated how much income they will need in retirement.

Is retirement on the horizon? Consider these key retirement planning questions and calculate how much income you may need to live the life you want.

3 minute read