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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A man who is ready to invest.

Should investing be part of your reality? How will you know you’re ready to start investing? Maybe you already are and didn’t even know it. Here are signs to help you know for sure.

3 minute read
Man who is determining how the increase in contribution limits to his 401k in 2019 will affect his retirement.

Good news. You can increase your contributions to your 401(k) and IRA starting in 2019. We’ll break down what that means to you, whether you’re already saving or just getting started.

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
Photo of a man who decided not to withdrawal money from his 401k.

Stressful credit card debt or student loans could make it seem like raiding your 401(k) will help you get ahead. Don’t let a short-term need sap your retirement savings.

4 minute read
Man who is reviewing his retirement investment options.

Find out where all those investment choices in your retirement plan came from. This quick story helps clear up the confusion.

6 minute read
Image showing investment acronyms EPS, IRA, Nasdaq, ETF, and RIA.

All the investing acronyms can be a little confusing, especially if you’re just getting started. Here’s a handy reference to expand your investing vocabulary.

5 minute read