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 who is updating her coverage during open enrollment 2020.

Ah, fall. The season opener for benefit enrollment. Here’s what you can do to make the most of your benefits in the coming year.

3 minute read
Photo of a woman who has consolidated retirement accounts from past employers into one retirement plan.

Multiple retirement accounts may mean multiple investment decisions, statements, fees, emails, and more. Consolidating retirement accounts can make it easier to manage your retirement savings.

5 minute read
This dad knows life insurance is an essential investment for protecting his assets—and his loved ones.

Life insurance helps protect the people who depend on you most. Learn why it’s an essential part of your financial plan and how to choose the type of policy to fit your needs. 

4 minute read
Photo of children how are protected by a life insurance policy.

Have questions about life insurance? Get the answers you need.

6 minute read
Photo of a father who has researched college savings options for his sons and decided which option works best for his family financially.

Education is one of the largest expenses you’ll likely face in your lifetime—and generally one of the most worthwhile. Learn about 6 college savings options.

8 minute read
A man and woman learning about disability income income insurance.

Learn about disability insurance (also known as income protection). Get the basics on what it is and review common terms.

3 minute read