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