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 man who learned about annuities and if they would be a good fit for his retirement income plan.

Preparing to retire? Test your knowledge about annuities, and see if this investment option could be a good fit for securing your financial future.

3 minute read
Photo of a man who is determining how much income he needs in retirement and how annuities can help create retirement income.

Saving for retirement? Figure out how much money you’ll need to help live your dreams—and how to help make it last for as long as you need it.

3 minute read
Photo of a couple who have created their paycheck in retirement.

When it’s time to retire, replacing your work paycheck with a retirement income paycheck requires careful planning. Here are 4 steps you can take to turn years of saving into income.

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

This young couple is on track to retire early with 2 careers, 2 dogs, and a toddler—and they aren’t eating Ramen to get there. 

4 minute read
Photo of a woman who practices the FIRE lifestyle through ultra-frugal living to retire early.

The FIRE lifestyle emphasizes ultra-frugal living for people who’re trying to retire early. See how your saving and spending habits stack up with our quiz.

5 minute read
Photo of a woman who is using annuities to help fund her retirement.

An annuity can guarantee income for as long as you need it. Here are 6 things to know as you consider adding it to your retirement strategy. 

4 minute read