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 a woman who is a super saver.

Are you a super saver? You are if you save 90% of more of the IRS max in your 401(k) or defer 15% or more of your salary. Two of your peers share their financial tips for other super savers.

6 minute read
Woman who learned what retirement account option is right for her based upon her goals.

Deciding to save for retirement is a great idea. Figuring out how to do it, on the other hand, can be a bit confusing. How do you figure out what’s best for you and your goals?

10 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 who has created a savings strategy.

Get 5 tips for building a solid saving strategy, whether you’re just starting out or you want to put away more of your money.

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