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 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
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
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
Barista hands customer back change.

We’re predicting some growth but see warnings of a recession in 2021. Get our senior economist’s take on how the money you invest could be affected in 2020.  

5 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
A woman who has learned about variable annuities and if they fit into her retirement income plan.

If retirement is still a few years (or even a few decades) off, a variable annuity could offer a great opportunity to potentially grow your nest egg.

3 minute read