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.
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.
The occasional splurge is normal and healthy. Here are some strategies to buy what you really want. Without the guilt. Without busting your budget.
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.
A little practical knowledge for your kids, starting early in their lives, could pay big dividends for their budgets and romantic happiness in adulthood.
So you’ve set your financial goals. Now look at your budget to see if you can find more money to put toward those goals. (Check back each month for your next step to creating a financial plan.)
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 2019 reminders.