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 is moving into their new home.

From buying a first home to updating your current home to moving to a new one, these tips can help you choose the best house for your needs and budget. 

3 minute read
Two men moving into their new house together.

Getting approved for a mortgage loan is just the first step in the home buying process. Look at the big picture and find out how much you can really afford.

3 minute read
Couple deciding how and when it makes sense to pay off their mortgage.

Paying off your mortgage may seem like a no-brainer, but it might not be the smartest financial move. Find out why.

3 minute read