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 plants growing in egg shells to depict someone beginning to invest money.

You’re already an “investor” if you contribute to your 401(k). But if you’re ready to venture beyond saving/investing in a retirement plan, here are 3 steps to get started.

5 minute read
Photo depicting what happened in the US economy during Q2 2019.

How can bad news turn into good news? How does weakness become a strength? Take 5 minutes to read our economic wrap-up and see how the U.S. economy is progressing and changing.

5 minute read
Photo of someone cooking to illustrate that you need to "cook up" a plan for asset allocation.

You need just the right mix of investments to help meet your financial goals. Explore ideas to cook up an asset allocation plan suited to your tastes.

7 minute read
Photo of a man planting an oak tree.

Investing doesn’t require major cash to be successful. Find out how even an extra $25 a week—or an extra 1% per paycheck—could help.

3 minute read
Two women looking at financial documentation to understand fees associated with investment accounts.

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.

7 minute read
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