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 who is learning about investment account and product terms.

When it comes to investing, there are a lot of terms to understand to help you make confident, informed decisions. Here are some account and product terms to know. 

5 minute read
Photo of a large group of people to signify that everyone is talking about a recession on the horizon.

Are we headed toward a recession? Everybody sure talks about it. Take a few minutes to read our wrap-up about how the U.S. economy is progressing and changing. 

5 minute read
Photo of a woman who is a super saver and has been investing in her future.

You know you should save more for retirement. But how? Try these practical tips—straight from savvy savers themselves.

5 minute read
Photo of a woman taking an online quiz to find out what kind of investor she is.

Everyday behaviors can be a window to your personality and may even indicate what kind of investor you are. Answer these 5 personality questions and find out. 

4 minute read
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 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