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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Photo of two men discussing investing near retirement and how market fluctuations shouldn't affect their retirement goals.

News of market volatility can make you nervous, especially if you're near retirement. Here are a few ways to counter those reactions when it comes to your hard-earned retirement dollars.

6 minute read
Photo of a winding road indicating the pattern of economic recessions.

What even is a recession? And how do we know when we’re in one? What about the next one? Our economist explains.

5 minute read
Person looking into how rising interest rates affect their money.

You’ve seen the news headlines about the Fed adjusting interest rates. But what does that mean for your money? Find out why interest rates move and how they could affect your financial life.

4 minute read
A woman who has learned about variable annuities and if they fit into her retirement income plan.

If retirement is still a few years (or even a few decades) off, a variable annuity could offer a great opportunity to potentially grow your nest egg.

3 minute read
A couple who is figuring out if an indexed annuity is right for their retirement income plan.

An indexed annuity provides the opportunity for risk-free growth. See if it might be a good fit for your retirement saving strategy.

3 minute read
Photo of a couple who has calculated how much income they will need in retirement.

Is retirement on the horizon? Consider these key retirement planning questions and calculate how much income you may need to live the life you want.

3 minute read