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 family who has planned for the future by creating an estate plan.

You don’t have to be wealthy or old or married or a parent to need an estate plan. Learn how to create your plan, and the 4 key documents you need.

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
Photo of a couple that has decided they need a personal trust as part of their estate plan.

Everyone knows what a will is, but trusts are often misunderstood. These 6 questions help you figure out if you need a trust in your estate plan.

6 minute read
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 inherited an IRA from a family member.

If you’ve found yourself listed as a beneficiary on a loved one’s IRA, you may be entitled to some or all of the money. Here’s some information to help you understand your options.

5 minute read
Women talking about the importance of designating a beneficiary

You work hard to build your retirement savings. Protect what you’ve built by making sure your savings go to the 401(k) beneficiary you choose.

3 minute read