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 a multigenerational family who have considered the needs of each generation in their financial planning.

When you have a multigenerational family, financial planning has a few different twists. Start by considering the financial needs of each generation.

4 minute read
Photo of man reviewing market conditions to determine his investment options.

Financial markets go through cycles of boom and bust, highs and lows. In investment terminology, they’re called bull and bear markets.

3 minute read
Photo of a woman who is a super saver.

Are you a super saver? You are if you save 90% of more of the IRS max in your 401(k) or defer 15% or more of your salary. Two of your peers share their financial tips for other super savers.

6 minute read
Photo reflecting the disconnect between the markets and the economy.

There’s a disconnect between the markets and the economy. Learn what this can mean for your investments and steps you can that may help to prepare for the next few months.

5 minute read
Photo of someone looking at stock market performance on their phone.

In a bear market, many investments are “on sale” due to a big drop in their prices. If you’ve been waiting to invest for the long-term, now may be the time. Here are some tips to get started.

6 minute read
Photo of a father and daughter who will benefit from the CARES act.

The largest federal emergency relief package in United States history has been signed. Learn what the CARES Act means for you and your family.

7 minute read