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
Older man who is benefiting from his family assisting in paying for his long-term care.

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.

5 minute read
Photo of a person putting important dates on their calendar.

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. 

4 minute read
Family who is enjoying life because the parents felt comfortable making financial decisions.

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.

3 minute read
A man and a woman starting the year off right by prioritizing their heath.

Whether you’re big on resolutions or just looking to start the year off right, there are plenty of ways to begin 2018 on a positive note. Get inspired with these tips.

3 minute read
Family that has given presents this holiday season that may help others improve their financial health.

This holiday season, give the people on your list something that can last a lifetime—resources to help them down a path to greater financial health.

3 minute read
Female relatives coming up with a plan for shopping smart this holiday season.

Have a big shopping list this holiday season? Make it easier on you (and your wallet) with these money- and time-saving tips.

3 minute read