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 is creating a budget to determine how to fund her financial goals.

So you’ve set your 2021 financial goals. Now comb that budget to find more money for them this year.

4 minute read
Woman on her computer reviewing her 401k account.

Have you checked in on your 401(k) account lately? Make sure you’re not neglecting one of the most important relationships in your life.

2 minute read
Photo of a woman protecting her online accounts.

Have you thought about all the information you share online? Learn how to secure your financial accounts. Hint: multifactor authentication (MFA) is one of the best things you can do.

4 minute read
Photo of a woman checking her credit score online.

Knowing your credit score—what it means, how to check it, how to improve it—can help get you on the right financial path.

5 minute read
Photo of a woman creating a financial plan.

Looking for a step-by-step approach to creating a financial plan? (Or a handy reference if you already have one.) We’ve got you covered. Here’s how you do it.

5 minute read
Photo of a dog whose owner could afford to pay for their surgery because they had an emergency fund.

Would a $500 expense throw off your budget in a big way? If the answer is yes, you may want to set up an emergency fund, and here’s how much you need.

4 minute read