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.

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Man sitting in a kayak.

Achieving our financial goals can have its ups and downs. But sometimes, challenges aren’t about failing to reach our goals—they’re about setting better goals in the first place.

3 minute read
Grandmother and grandfather sitting with their grandchild.

Today, many of us have multiple online accounts for our finances. Banking, insurance, retirement savings—but what about Social Security?

3 minute read
Photo of a man and his son in the park.

Helping our kids get a leg up on life is something we all hope to do. But putting off your own retirement savings to help your kids can really hurt your long-term financial goals.

3 minute read

Read about some steps that you can take now which will help make sure your savings last through retirement.

2 minute read

Learn some basic tips to help you get the ball rolling on creating your own lifelong income, even after your regular paycheck stops.

4 minute read
Photo of an eclipse in 2009.

Q2 2018 Report: Eclipses have often served as dark omens. But the July 2009 eclipse coincided with something good: the start of the 2nd longest U.S. economic recovery in history.

5 minute read