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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Image of a woman who is getting her finances in order after the death of her spouse.

You can never truly be prepared for the death of a spouse or partner. Our financial checklist can help you with what comes next.

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

Recessions aren’t anything new: The United States has had 11 of them since World War II. Do you know what makes a recession? Understanding more may help you worry less.

5 minute read
Photo of a mother and daughter who have helped to protect their future with permanent life insurance.

Life insurance. You know you need it. But it can make your head spin trying to understand your choices. Learn more about permanent life insurance options.

6 minute read
Someone considering target date funds as an investment option.

Find out what Target Date Funds are and why they could be a good investment option for you.

4 minute read
Photo of a woman who researched why risk can be an important part of investing.

Buying a home, going back to school, changing careers, they’re all risky but may pay off for you in the long run. Risk might sound scary, but can be an important element of investing.

Photo of a man who is maintaining his investments during market volatility.

Does recent news have you checking your family’s money? Here’s the difference between timing the markets vs. sticking with a long-term plan.

6 minute read