Explore Life & Money

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 advisor to create a financial plan for your specific needs and goals.

Mark your calendar with these important financial deadlines
If you’re like most, calendars tend to fill up fast. Here’s a few important dates that you may want to add to your 2018 reminders.
China + U.S. + tariffs = trade war?
Assuming that the United States and China don’t start trying to push each other off the road with a trade war, Bob Baur still sees the combined world economy having a healthy 2018.
Financial checklist: 13 things you need to do when your spouse dies
You can never truly be prepared for the death of a spouse or partner. Our financial checklist can help you with what comes next.
It’s not about the money: Having this ‘attitude’ will help you tackle financial decisions
Do you postpone financial decisions? If you’re nodding your head, don’t worry. You’re not alone. Research shows that people lack confidence in making financial decisions. Learn how you could overcome decision-making myths.
Permanent life insurance: What type is right for you?
Life insurance. You know you need it. But it can make your head spin trying to understand your choices. Learn more about permanent life insurance options.
7 financial steps for dealing with a major illness
A lot of worries come with a major illness. You can take steps to manage one of them: money. This checklist can help you get organized.

Explore Life & Money

Mark your calendar with these important financial deadlines

China + U.S. + tariffs = trade war?

Financial checklist: 13 things you need to do when your spouse dies

It’s not about the money: Having this ‘attitude’ will help you tackle financial decisions

Permanent life insurance: What type is right for you?

7 financial steps for dealing with a major illness