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.
As life changes, our living situation often does, too. From buying a first home to updating your current home to moving to a new one, these tips can help you choose the best house for your needs and budget.
Thinking about how to pay for long-term care (LTC) for a loved one can feel a little intimidating. Learn more about some sources you could use.
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.
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.
You can never truly be prepared for the death of a spouse or partner. Our financial checklist can help you with what comes next.
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.