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 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 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 need to set up an emergency fund.

4 minute read
Woman who has created a financial plan.

Sound daunting? Taking it one step at a time will help create a clear path forward. And less stress. Start with goal-setting. (Check back each month for your next step to success.)

5 minute read
Photo showing someone reading this 5 questions to ask before you take on debt article on their cellphone.

Whether you’re paying for a car, or a refrigerator, or a new pair of skis, here are 5 questions to think through before you take on debt.

3 minute read
Woman and man checking their credit report and score.

Find out how your credit report and score work, and get tips on how to access, review, and improve your credit.

3 minute read
Photo of man working with a female advisor.

Interested in working with a financial advisor? Consider these five questions as you begin building or reviewing your financial game plan.

3 minute read