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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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 of a couple who have talked about their finances and developed a plan together.

Get tips for finding the common ground you need to work toward the same money goals from expert financial journalist Jean Chatzky.

3 minute read
Couple who has discussed their financial future together.

Getting married isn’t all about planning the wedding. It’s also about planning for a happy, healthy financial future together. Here’s where to start.

4 minute read