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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Photo of a woman creating a financial plan.

Looking for a step-by-step approach to creating a financial plan? (Or a handy reference if you already have one.) We’ve got you covered. Here’s how you do it.

5 minute read
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 may want to set up an emergency fund, and here’s how much you need.

4 minute read
Woman who has created a financial plan.

Setting financial goals helps you get a clear idea of why you’re saving your hard-earned money. We’ve outlined five-steps for making financial goals that are specific, meaningful, and doable.

4 minute read
Photo of someone checking out and paying for a purchase.

Debt is a fact of life. Find the right balance and manage it using 1 of these 2 methods.

4 minute read
Photo of a family who has planned for the future by creating an estate plan.

You don’t have to be wealthy or old or married or a parent to need an estate plan. Learn how to create your plan, and the 4 key documents you need.

6 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