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
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 reading an article to help him understand what interest rates are.

It’s easy to know how much most things cost, an item contains a price in dollars and cents. But what if the item you need is money? How much does money cost?

4 minute read
Man who is keeping his accounts safe by securing them with two-factor authentication.

If you use a computer or mobile device to log into your accounts you’ve probably encountered two-factor authentication. 2FA creates an extra layer of security.

4 minute read
Woman on her computer reviewing her 401k account.

Have you checked in on your 401(k) account lately? Make sure you’re not neglecting one of the most important relationships in your life.

2 minute read