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 man who learned how tax reform will affect him.

Will your taxes go up…or down? That’s the question since Congress passed the Tax Cuts and Jobs Act (the “Act”). We’ll tell you some areas to watch. 

8 minute read
Family that has given presents this holiday season that may help others improve their financial health.

This holiday season, give the people on your list something that can last a lifetime—resources to help them down a path to greater financial health.

3 minute read
Photo of two women planning their holiday shopping.

Have a big shopping list this holiday season? Make it easier on you (and your wallet) with these money- and time-saving tips.

3 minute read
Photo of a man learning about tax reform.

Get details on the current tax reform debate in Washington, D.C. 

3 minute read
Woman looking up information on her computer about budgeting.

Feeling the need to get your savings plan back on track? These simple tips can help you save more.    

4 minute read
Grandfather and daughter playing at the kitchen table.

Families take on many shapes and sizes. But we all have one thing in common—the need for a solid saving plan. These tips can help you spend (and save) smarter no matter where you’re at in life.

3 minute read