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 someone reviewing their budget on their computer.

Ask yourself these 6 questions during your next budget review, and you might find surplus money if you cut a few expenses here and there.

3 minute read
Man talking about how to have tough money conversations with aging parents.

It’s an important conversation, especially before they retire or start to have health problems.

3 minute read
Image showing someone filling out a spreadsheet.

What if you could build something "more" with your investments, what would that look like? To plan for that, you first need to know where you stand with your finances.

4 minute read

A common concern for parents of children with special needs is what happens when you're gone. You'll feel better knowing you have a long-term financial plan in place for your child.

3 minute read
Older man who is benefiting from his family assisting in paying for his long-term care.

Thinking about how to pay for long-term care (LTC) for a loved one can feel a little intimidating. Learn more about some sources you could use.

5 minute read
Photo of a person putting important dates on their calendar.

If you’re like most, calendars tend to fill up fast. Here’s a few important dates that you may want to add to your 2018 reminders. 

4 minute read