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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Photo of a person checking their credit score online.

Knowing your credit score—what it means, how to check it, how to improve it—can help get you on the right financial path.

5 minute read
A man who is helping his daughter with her future education by setting up a 529 plan.

A 529 plan offers flexibility and tax benefits when you’re saving for future college costs. Learn about the features of a 529 plan and how to make the most of your savings for education.

5 minute read
Photo of a woman creating a financial plan.

Looking for a step-by-step approach to creating a financial plan? (Or a handy reference if you already have one.) We’ve got you covered. Here’s how you do it.

5 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 a couple that has decided they need a personal trust as part of their estate plan.

Everyone knows what a will is, but trusts are often misunderstood. These 6 questions help you figure out if you need a trust in your estate plan.

6 minute read
Photo of a man who is learning about investment account and product terms.

When it comes to investing, there are a lot of terms to understand to help you make confident, informed decisions. Here are some account and product terms to know. 

5 minute read