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.
Learn about how investment fees can affect your overall investment return, what fees you’re likely to pay when you invest, and where to get information about investment fees.
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.
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.
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.
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.
Find out where all those investment choices in your retirement plan came from. This quick story helps clear up the confusion.