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 woman creating a financial plan.

Looking for a step-by-step approach to creating a financial plan? (Or a handy reference if you already have one.) We’ve got you covered. Here’s how you do it.

5 minute read
Photo of Ariana and Ted Schleisman who are living frugally to achieve financial independence.

This young couple is on track to retire early with 2 careers, 2 dogs, and a toddler—and they aren’t eating Ramen to get there. 

4 minute read
Photo of a woman who practices the FIRE lifestyle through ultra-frugal living to retire early.

The FIRE lifestyle emphasizes ultra-frugal living for people who’re trying to retire early. See how your saving and spending habits stack up with our quiz.

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 someone protecting their online accounts.

Have you thought about all the information you share online? Learn how to secure your financial accounts. Hint: multifactor authentication (MFA) is one of the best things you can do.

4 minute read
A financial advisor reviewing a financial plan with her client.

Learn why you should work with a financial professional. And find out how to choose the right one for you, what to expect, and how to prepare.

5 minute read