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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Man who is reviewing his retirement investment options.

Find out where all those investment choices in your retirement plan came from. This quick story helps clear up the confusion.

6 minute read
Woman who is enjoying the increase in Social Security benefits in 2019.

Social Security benefits are getting a 2.8% bump in 2019. Spend it? Save it? This article gives you some ideas on how to use it.

3 minute read
Image showing investment acronyms EPS, IRA, Nasdaq, ETF, and RIA.

All the investing acronyms can be a little confusing, especially if you’re just getting started. Here’s a handy reference to expand your investing vocabulary.

5 minute read
Photo of Bob Baur.

It’s been 10 years since the financial crisis and recession of 2008. Learn more about what happened in 2008 and if it'll ever happen again.

6 minute read
Image of a husband and wife doing taxes themselves at home.

The do-it-yourself crowd that self-files with software may be especially nervous to file their 2018 tax returns. Check out our tips when using these tools.

3 minute read
Photo of children who benefit from charitable donations.

Both donors and recipients have some cause for concern after tax reform. Learn more about your options and why you shouldn't disrupt your charitable donations.

4 minute read