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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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
Two family members talking about money.

Money can be an awkward topic, even with the ones you love most. But sometimes you have to go there. When you do, we’ve got ideas to keep the peace.

4 minute read
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