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 has created a savings strategy.

Get 5 tips for building a solid saving strategy, whether you’re just starting out or you want to put away more of your money.

5 minute read
Photo of a couple that has decided they need a personal trust as part of their estate plan.

Everyone knows what a will is, but trusts are often misunderstood. These 6 questions help you figure out if you need a trust in your estate plan.

6 minute read
Photo of a woman who is updating her coverage during open enrollment 2020.

Ah, fall. The season opener for benefit enrollment. Here’s what you can do to make the most of your benefits in the coming year.

3 minute read
Photo of a woman who is a super saver and has been investing in her future.

You know you should save more for retirement. But how? Try these practical tips—straight from savvy savers themselves.

5 minute read
Photo of a woman who has inherited an IRA from a family member.

If you’ve found yourself listed as a beneficiary on a loved one’s IRA, you may be entitled to some or all of the money. Here’s some information to help you understand your options.

5 minute read
This dad knows life insurance is an essential investment for protecting his assets—and his loved ones.

Life insurance helps protect the people who depend on you most. Learn why it’s an essential part of your financial plan and how to choose the type of policy to fit your needs. 

4 minute read