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.

Filter Articles
Women prepared for retirement by maximizing contributions to their retirement accounts.

Just a 1% increase in your 401(k) contribution can make a big difference. Learn how making the most of your retirement plan now could help ensure your golden years are even more golden.

4 minute read
Photo of a man who has prepared for retirement knowing he will be entering it single.

The number of single American retirees is growing. And their planning can be very different compared to couples. Here are 8 smart ways for singles to focus on retirement.

3 minute read
Photo of a woman taking an online quiz to find out what kind of investor she is.

Everyday behaviors can be a window to your personality and may even indicate what kind of investor you are. Answer these 5 personality questions and find out. 

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
Man looking up information on retirement accounts to supplement his employer plan

When it comes to saving for retirement, your 401(k) or 403(b) is typically only one piece of the puzzle. Help make sure you’ll have what you need by considering an IRA or annuity.

5 minute read
Photo of a woman who was worried about Social Security and how it affects her plan for retirement.

Scary headlines aren’t the full story when it comes to Social Security. Find out how you can cope with uncertainty about Social Security and move forward with your retirement planning.

5 minute read