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 considering how market volatility will affect his investments as he is close to retirement.

When global news spurs a market drop, it’s natural to struggle to find a safe path forward for your assets. Here are a few ways to avoid panic and help safeguard your  retirement dollars.

6 minute read
Photo of a woman who is a super saver.

Are you a super saver? You are if you save 90% of more of the IRS max in your 401(k) or defer 15% or more of your salary. Two of your peers share their financial tips for other super savers.

6 minute read
Photo of a woman who is considering whether she should take a RMD in 2020.

Thanks to the CARES Act, 2020 required minimum distribution (RMD) rules have changed and you have a choice: You can take it or leave it this year.

5 minute read
Photo of a man who looked into the benefits of a Roth IRA.

We’ll help you understand the benefits Roth IRAs offer, your options for including a Roth IRA in your retirement savings strategy and what to consider when evaluating your needs.

3 minute read
A couple of retirement plan participants talking about the SECURE Act status and how it will affect them in 2020.

Been following the SECURE Act in the news? Don’t worry, we’ve got you covered. It may impact your retirement savings and how you generate income once you’re retired.

2 minute read
Photo of woman reviewing her 2020 financial calendar on her smartphone

Mark your 2020 calendar with these key financial deadlines like FAFSA, taxes, and benefit enrollment.

5 minute read