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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A man who is ready to invest.

Should investing be part of your reality? How will you know you’re ready to start investing? Maybe you already are and didn’t even know it. Here are signs to help you know for sure.

3 minute read
Photo of a large and small change gar depicting that you should use some of your tax refund responsibly.

It can be really tempting to splurge with your tax refund. We’ve got 5 ideas that keep the “fun” in your “refund” while letting you be responsible and strategic with your money.

4 minute read
A man who is helping his daughter with her future education by setting up a 529 plan.

A 529 plan offers flexibility and tax benefits when you’re saving for future college costs. Learn about the features of a 529 plan and how to make the most of your savings for education.

5 minute read
Photo of a man and a woman plugging in their electric vehicle.

A little tax planning now can go a long way toward helping you keep more of your money next year. Learn about potential savings from tax credits and deductions.

8 minute read

When global news spurs a market drop, it’s natural to struggle to find a safe path forward for your assets. Here are a few ways to avoid panic and help safeguard your  retirement dollars.

6 minute read
Photo of a woman who is staying calm during market volatility.

While volatility and the sting of short-term losses might leave you feeling anxious, there are some ways that may help you handle the emotions that can go along with saving for your retirement.

5 minute read