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 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
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