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 an eclipse in 2009.

Q2 2018 Report: Eclipses have often served as dark omens. But the July 2009 eclipse coincided with something good: the start of the 2nd longest U.S. economic recovery in history.

5 minute read
Woman reading about rising interest rates and what it means for her investments.

Having a better understanding of the good and bad of rising interest rates—especially in the current economy—may actually help you when making decisions about your financial goals.

4 minute read
Woman reviewing information on investment basics.

No matter how new or experienced you are at investing, keeping your long-term retirement goal and plans in mind is important.

5 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
Woman writing down goals and setting a budget for the new year.

Take on the new year with financial confidence. Check out these financial tips to help you get started.

3 minute read
Woman living her fullest life by giving back.

Being truly rich is about more than money. View simple ways to give your time, energy, and money to make a difference in the lives of others.

3 minute read