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.
You can never truly be prepared for the death of a spouse or partner. Our financial checklist can help you with what comes next.
Do you postpone financial decisions? If you’re nodding your head, don’t worry. You’re not alone. Research shows that people lack confidence in making financial decisions. Learn how you could overcome decision-making myths.
Life insurance. You know you need it. But it can make your head spin trying to understand your choices. Learn more about permanent life insurance options.
A lot of worries come with a major illness. You can take steps to manage one of them: money. This checklist can help you get organized.
Our post-divorce checklist can help you finish financial-related tasks as you move on.
If something happened to you tomorrow, are your loved ones prepared to handle your finances? Planning for emergency or death isn’t fun to think about. So make it quick with our 5‐step plan.