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.

Filter Articles
Photo of a dog whose owner could afford to pay for their surgery because they had an emergency fund.

Would a $500 expense throw off your budget in a big way? If the answer is yes, you need to set up an emergency fund.

4 minute read
Photo of a man who created a savings strategy to afford splurging on a bike.

The occasional splurge is normal and healthy. Here are some strategies to buy what you really want. Without the guilt. Without busting your budget.

4 minute read
Photo of a man planting an oak tree.

Investing doesn’t require major cash to be successful. Find out how even an extra $25 a week—or an extra 1% per paycheck—could help.

Photo of a large and small change gar depicting that you should use some of your tax refund responsibly.

It can be really tempting to splurge with your tax refund. We’ve got 5 ideas that keep the “fun” in your “refund” while letting you be responsible and strategic with your money.

4 minute read
Photo of a man and a woman plugging in their electric vehicle.

A little tax planning now can go a long way toward helping you keep more of your money next year. Learn about potential savings from tax credits and deductions.

8 minute read
Photo of Sri Reddy who has tips about love and money from his own experience.

A little practical knowledge for your kids, starting early in their lives, could pay big dividends for their budgets and romantic happiness in adulthood. 

4 minute read