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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Two men moving into their new house together.

Getting approved for a mortgage loan is just the first step in the home buying process. Look at the big picture and find out how much you can really afford.

3 minute read
Man who performs regular checkups on his retirement plan to determine if his goals are still on track.

Taking your car in for occasional tune-ups can help it run better and last longer. The same is true for your retirement.

3 minute read
Photo of children how are protected by a life insurance policy.

Have questions about life insurance? Get the answers you need.

6 minute read
Photo of a couple who got married later in life and had a lot of financial decisions to consider.

Marrying later in life, when you have an established career, more assets, and maybe kids requires different financial considerations. Here are a few to consider together.

7 minute read
Photo of plants growing in egg shells to depict someone beginning to invest money.

You’re already an “investor” if you contribute to your 401(k). But if you’re ready to venture beyond saving/investing in a retirement plan, here are 3 steps to get started.

5 minute read
Man who is rebuilding his retirement savings after divorce.

He felt he was on track to retire in 20 years. Then a divorce settlement left his retirement plans in tatters. Here’s what he learned.

6 minute read