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 a man considering how market volatility will affect his investments as he is close to retirement.

When global news spurs a market drop, it’s natural to struggle to find a safe path forward for your assets. Here are a few ways to avoid panic and help safeguard your  retirement dollars.

6 minute read
Photo of a woman who is staying calm during market volatility.

While volatility and the sting of short-term losses might leave you feeling anxious, there are some ways that may help you handle the emotions that can go along with saving for your retirement.

5 minute read
Photo of a winding road indicating the pattern of economic recessions.

Recessions aren’t anything new: The United States has had 11 of them since World War II. Do you know what makes a recession? Understanding more may help you worry less.

5 minute read

Use our resources to help find some security in your finances as 2020 hits the home stretch.

5 minute read
Photo of man reviewing market conditions to determine his investment options.

Financial markets go through cycles of boom and bust, highs and lows. In investment terminology, they’re called bull and bear markets.

3 minute read
Photo of someone looking at stock market performance on their phone.

In a bear market, many investments are “on sale” due to a big drop in their prices. If you’ve been waiting to invest for the long-term, now may be the time. Here are some tips to get started.

6 minute read