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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Read about some steps that you can take now which will help make sure your savings last through retirement.

2 minute read

Learn some basic tips to help you get the ball rolling on creating your own lifelong income, even after your regular paycheck stops.

4 minute read
Photo of an eclipse in 2009.

Q2 2018 Report: Eclipses have often served as dark omens. But the July 2009 eclipse coincided with something good: the start of the 2nd longest U.S. economic recovery in history.

5 minute read
Photo of a family who is moving into their new home.

As life changes, our living situation often does, too. From buying a first home to updating your current home to moving to a new one, these tips can help you choose the best house for your needs and budget. 

3 minute read
Older man who is benefiting from his family assisting in paying for his long-term care.

Thinking about how to pay for long-term care (LTC) for a loved one can feel a little intimidating. Learn more about some sources you could use.

5 minute read
Photo of a person putting important dates on their calendar.

If you’re like most, calendars tend to fill up fast. Here’s a few important dates that you may want to add to your 2018 reminders. 

4 minute read