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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Two men moving into their new house together.

Getting approved for a mortgage loan is just the first step in the home buying process. Look at the big picture and find out how much you can really afford.

3 minute read
Photo of a couple who got married later in life and had a lot of financial decisions to consider.

Marrying later in life, when you have an established career, more assets, and maybe kids requires different financial considerations. Here are a few to consider together.

7 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
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
Woman who moved into a house she could afford after creating a financial checklist first.

So you’re ready to be a homeowner. Before you start the fun part (house shopping), take a look at this financial checklist.

5 minute read
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