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 couple who have determined the ideal timing for their retirement lifestyle.

No single age suits all retirees and you and your spouse may not want to retire at the same time. These questions can help determine the ideal timing for your retirement lifestyle.

3 minute read
Woman writing down important financial dates in her calendar.

If you’re like most, calendars tend to fill up fast. Here’s a few important dates that you may want to add to your 2019 reminders. 

4 minute read
Woman who is enjoying the increase in Social Security benefits in 2019.

Social Security benefits are getting a 2.8% bump in 2019. Spend it? Save it? This article gives you some ideas on how to use it.

3 minute read

Learn some basic tips to help you get the ball rolling on creating your own lifelong income, even after your regular paycheck stops.

4 minute read
Woman who made the correct choice for her 401k based upon her future goals for retirement.

We can help you consider all your options for your old 401(k) so you can feel confident you’re on track for the future you want. 

3 minute read
Women prepared for retirement by maximizing contributions to their retirement accounts.

Contributing to and making the most of your organization’s retirement plan now may help ensure your golden years are what you envisioned.

4 minute read