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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Family who is enjoying life because the parents felt comfortable making financial decisions.

Do you postpone financial decisions? You’re not alone. Research shows that people lack confidence in making financial decisions. Learn how you could overcome decision-making myths.

3 minute read
Photo of a mother and daughter who have helped to protect their future with permanent life insurance.

Life insurance. You know you need it. But it can make your head spin trying to understand your choices. Learn more about permanent life insurance options.

6 minute read
Photo of a mom and daughter who has protected their future with life insurance.

Take our quiz to find out what kind of life insurance policy is right for you.

5 minute read
Mother and father who learned more about opening an IRA.

Maybe you’re not quite sure how to start an IRA. There are a few steps to take and some decisions to make, but don’t worry. We’ll walk you through it.  

10 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
A man and a woman starting the year off right by prioritizing their heath.

Whether you’re big on resolutions or just looking to start the year off right, there are plenty of ways to begin 2018 on a positive note. Get inspired with these tips.

3 minute read