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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Image of a husband and wife doing taxes themselves at home.

The do-it-yourself crowd that self-files with software may be especially nervous to file their 2018 tax returns. Check out our tips when using these tools.

3 minute read
Photo of children who benefit from charitable donations.

Both donors and recipients have some cause for concern after tax reform. Learn more about your options and why you shouldn't disrupt your charitable donations.

4 minute read
Couple who has kept more of their hard-earned money by using tax-smart strategies.

Learn how keeping taxes in mind as you plan for and manage your retirement income may allow you keep more of your hard-earned money.

5 minute read
Woman preparing for tax season on her tablet.

Tax season is upon us again. And with it comes some big changes. Find out what’s new for your 2017 filing, and get tips for making the process less stressful—this year and next.

3 minute read
Photo of a man who learned how tax reform will affect him.

Will your taxes go up…or down? That’s the question since Congress passed the Tax Cuts and Jobs Act (the “Act”). We’ll tell you some areas to watch. 

8 minute read
Photo of a man learning about tax reform.

Get details on the current tax reform debate in Washington, D.C. 

3 minute read