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 woman checking her credit score online.

Knowing your credit score—what it means, how to check it, how to improve it—can help get you on the right financial path.

5 minute read
Photo of a woman creating a financial plan.

Looking for a step-by-step approach to creating a financial plan? (Or a handy reference if you already have one.) We’ve got you covered. Here’s how you do it.

5 minute read
Photo of a dog whose owner could afford to pay for their surgery because they had an emergency fund.

Would a $500 expense throw off your budget in a big way? If the answer is yes, you may want to set up an emergency fund, and here’s how much you need.

4 minute read
Photo showing someone reading this 5 questions to ask before you take on debt article on their cellphone.

Whether you’re paying for a car, or a refrigerator, or a new pair of skis, here are 5 questions to think through before you take on debt.

3 minute read
Woman who has created a financial plan.

Setting financial goals helps you get a clear idea of why you’re saving your hard-earned money. We’ve outlined five-steps for making financial goals that are specific, meaningful, and doable.

4 minute read
Photo of a son an his father talking about money.

It can be tough to bring up the topic of money with your parents. Here are four ways to approach the conversation.

3 minute read