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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Man who performs regular checkups on his retirement plan to determine if his goals are still on track.

Taking your car in for occasional tune-ups can help it run better and last longer. The same is true for your retirement.

3 minute read
Man who is rebuilding his retirement savings after divorce.

He felt he was on track to retire in 20 years. Then a divorce settlement left his retirement plans in tatters. Here’s what he learned.

6 minute read
Photo of a man who has a plan for saving for retirement, even as the main provider for his family.

He’s the primary provider, but he wonders if there’s more he can be doing to secure his family’s financial future. So, he asked a financial professional for help. Here’s what he learned.

7 minute read
Photo of a millennial who is planning for retirement by investing aggressively when she is younger.

Investing too conservatively when you’re young may leave you financially vulnerable in the future. Check out our 3 reasons for investing aggressively when you’re just starting out.

4 minute read
Photo of someone saving and planning for retirement by creating a retirement plan.

Even if it’s a long way off, saving and planning for retirement is a good idea. We give you 5 steps to creating your retirement plan.

6 minute read
Photo of a woman who has created a plan to ensure she doesn't outlive her savings in retirement.

Find out how much you may need, how to help close a savings gap, and how handling your money can change after you retire.

4 minute read