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 boy moving into college.

Lessons from a mom who’s been there. (And lived to tell about it.) Learn firsthand why it’s important to start the conversation about college expenses early.

12 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 feels confident about money and her financial future.

A few simple rules can help you build your money confidence. These 6 small steps can help you lay the groundwork for building your dreams and are simple enough to get started today. 

4 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
Photo of a couple who are having money conversations to avoid conflict.

More than 40% of couples with combined finances admitted to hiding purchases or lying about money. Find out how to avoid these money conversation snags that can wreck a relationship.

Photo of a teen who is about to go to college.

Have a child going to college soon? Here’s a financial checklist of what to do between now and then. (Oh, and it’s changed a lot since you went to school.)