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 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 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 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
Photo of someone saving and planning for retirement by creating a retirement plan.

Even if it’s a long way off, saving and planning for retirement is a good idea. We give you 5 steps to creating your retirement plan.

6 minute read
Photo of a woman who has protected her daughter with disability and life insurance.

Help protect your paycheck and your family by making disability and life insurance part of your financial plan. Here are 3 steps to make sure you’re covered.

5 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