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.
Money. It’s fun when you have it. A downer when you don’t. And it can be awkward to talk about, even with your closest family members. But sometimes you have to go there.
When you have a multigenerational family, financial planning has a few different twists. Start by considering the financial needs of each generation.
Ask yourself these 6 questions during your next budget review, and you might find surplus money if you cut a few expenses here and there.
It’s an important conversation, especially before they retire or start to have health problems.
What if you could build something "more" with your investments, what would that look like? To plan for that, you first need to know where you stand with your finances.
A common concern for parents of children with special needs is what happens when you're gone. You'll feel better knowing you have a long-term financial plan in place for your child.