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.
Setting financial goals helps you get a clear idea of why you’re saving your hard-earned money. We’ve outlined five-steps for making financial goals that are specific, meaningful, and doable.
It can be tough to bring up the topic of money with your parents. Here are four ways to approach the conversation.
Whether it’s an unexpected situation or you saw it coming, taking on a “second parenthood” can be a big change, and requires some careful planning.
Planning for an emergency or for when you’re gone is difficult to think about. Make it quick and efficient with our five-step 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.
When you have a multigenerational family, financial planning has a few different twists. Start by considering the financial needs of each generation.