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 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
This dad knows life insurance is an essential investment for protecting his assets—and his loved ones.

Life insurance helps protect the people who depend on you most. Learn why it’s an essential part of your financial plan and how to choose the type of policy to fit your needs. 

4 minute read
A financial advisor reviewing a financial plan with her client.

Learn why you should work with a financial professional. And find out how to choose the right one for you, what to expect, and how to prepare.

5 minute read