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 couple in their kitchen deciding what to do with their excess money, save for retirement or pay off debt.

You’ve settled into your career and have a little extra money in your pocket. Do you knock out debt or save for retirement? Check out our 5 steps to balance both.

4 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 putting a now hiring sign in her store front.

Q3 2018 report: Not too hot. Not too cold. The US economy is getting it “just right.” Find out how “Goldilocks” economy is showing up in the job market, interest rates, and your pocket book.

5 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
Two family members talking about money.

Money. It’s fun when you have it. A downer when you don’t. And it can be awkward to talk about, even with your closest family members. But sometimes you have to go there.

4 minute read