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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Couple who has prepared for tax season.

Tax season is upon us again, and this year there are some big changes after tax reform. Use these strategies to help make your 2018 tax filing as stress-free as it can be.

3 minute read
Woman who has save on taxes which has helped her save for retirement.

We’d all like to keep more of our hard-earned money, right? Learn how you can save on your taxes while you save for retirement.

3 minute read
Image showing investment acronyms EPS, IRA, Nasdaq, ETF, and RIA.

All the investing acronyms can be a little confusing, especially if you’re just getting started. Here’s a handy reference to expand your investing vocabulary.

5 minute read
Woman putting a now hiring sign in her store front.

Q3 2018 report: Not too hot. Not too cold. The US economy is getting it “just right.” Find out how “Goldilocks” economy is showing up in the job market, interest rates, and your pocket book.

5 minute read
Two family members talking about money.

Money. It’s fun when you have it. A downer when you don’t. And it can be awkward to talk about, even with your closest family members. But sometimes you have to go there.

4 minute read

When you have a multigenerational family, financial planning has a few different twists. Start by considering the financial needs of each generation.

4 minute read