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.
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.
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.
You know you should save more for retirement. But how? Try these practical tips—straight from savvy savers themselves.
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.
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.
Scary headlines aren’t the full story when it comes to Social Security. Find out how you can cope with uncertainty about Social Security and move forward with your retirement planning.