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 father and daughter who will benefit from the CARES act.

The largest federal emergency relief package in United States history has been signed. Learn what the CARES Act means for you and your family.

7 minute read
Photo of a couple who are looking into options for emergency cash during COVID-19.

These are trying times. If you need cash to help you get through a transition period after being affected by COVID-19, you may have options to consider.

8 minute read
Image of a woman who is getting her finances in order after the death of her spouse.

You can never truly be prepared for the death of a spouse or partner. Our financial checklist can help you with what comes next.

6 minute read
A man who is helping his daughter with her future education by setting up a 529 plan.

A 529 plan offers flexibility and tax benefits when you’re saving for future college costs. Learn about the features of a 529 plan and how to make the most of your savings for education.

5 minute read
Woman who has created a financial plan.

You’re thinking about your 2020 resolutions. Now, it’s time to make them happen. We’ll help you set doable financial goals in 5 steps.

4 minute read
Photo of woman reviewing her 2020 financial calendar on her smartphone

Mark your 2020 calendar with these key financial deadlines like FAFSA, taxes, and benefit enrollment.

5 minute read