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 father and daughter who will benefit from the CARES act.

The largest federal emergency relief package in United States history has been signed. Learn what the CARES Act means for you and your family.

7 minute read
Photo of a woman who is considering whether she should take a RMD in 2020.

Thanks to the CARES Act, 2020 required minimum distribution (RMD) rules have changed and you have a choice: You can take it or leave it this year.

5 minute read
Photo of a couple who are looking into options for emergency cash during COVID-19.

These are trying times. If you need cash to help you get through a transition period after being affected by COVID-19, you may have options to consider.

8 minute read
Woman who learned what retirement account option is right for her based upon her goals.

Deciding to save for retirement is a great idea. Figuring out how to do it, on the other hand, can be a bit confusing. How do you figure out what’s best for you and your goals?

10 minute read
Image of a woman who is getting her finances in order after the death of her spouse.

You can never truly be prepared for the death of a spouse or partner. Our financial checklist can help you with what comes next.

6 minute read
Photo of a winding road indicating the pattern of economic recessions.

Recessions aren’t anything new: The United States has had 11 of them since World War II. Do you know what makes a recession? Understanding more may help you worry less.

5 minute read