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.

Filter Articles
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
Someone considering target date funds as an investment option.

Find out what Target Date Funds are and why they could be a good investment option for you.

4 minute read
Photo of a man who is maintaining his investments during market volatility.

Does recent news have you checking your family’s money? Here’s the difference between timing the markets vs. sticking with a long-term plan.

6 minute read
Photo of a man who looked into the benefits of a Roth IRA.

We’ll help you understand the benefits Roth IRAs offer, your options for including a Roth IRA in your retirement savings strategy and what to consider when evaluating your needs.

3 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
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