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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Two family members talking about money.

Money can be an awkward topic, even with the ones you love most. But sometimes you have to go there. When you do, we’ve got ideas to keep the peace.

4 minute read
Photo of two men discussing investing near retirement and how market fluctuations shouldn't affect their retirement goals.

News of market volatility can make you nervous, especially if you're near retirement. Here are a few ways to counter those reactions when it comes to your hard-earned retirement dollars.

6 minute read
Photo of a person checking their credit score online.

Knowing your credit score—what it means, how to check it, how to improve it—can help get you on the right financial path.

5 minute read
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 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 a woman who has consolidated retirement accounts from past employers into one retirement plan.

Multiple retirement accounts may mean multiple investment decisions, statements, fees, emails, and more. Consolidating retirement accounts can make it easier to manage your retirement savings.

5 minute read