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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A financial advisor reviewing a financial plan with her client.

Learn why you should work with a financial professional. And find out how to choose the right one for you, what to expect, and how to prepare.

5 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
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 millennial who is planning for retirement by investing aggressively when she is younger.

Investing too conservatively when you’re young may leave you financially vulnerable in the future. Check out our 3 reasons for investing aggressively when you’re just starting out.

4 minute read
Photo of someone cooking to illustrate that you need to "cook up" a plan for asset allocation.

You need just the right mix of investments to help meet your financial goals. Explore ideas to cook up an asset allocation plan suited to your tastes.

7 minute read
Two women looking at financial documentation to understand fees associated with investment accounts.

Learn about how investment fees can affect your overall investment return, what fees you’re likely to pay when you invest, and where to get information about investment fees.

7 minute read