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 couple who have created their paycheck in retirement.

When it’s time to retire, replacing your work paycheck with a retirement income paycheck requires careful planning. Here are 4 steps you can take to turn years of saving into income.

4 minute read
Photo of Ariana and Ted Schleisman who are living frugally to achieve financial independence.

This young couple is on track to retire early with 2 careers, 2 dogs, and a toddler—and they aren’t eating Ramen to get there. 

4 minute read
Photo of a woman who practices the FIRE lifestyle through ultra-frugal living to retire early.

The FIRE lifestyle emphasizes ultra-frugal living for people who’re trying to retire early. See how your saving and spending habits stack up with our quiz.

5 minute read
Photo of a woman who is using annuities to help fund her retirement.

An annuity can guarantee income for as long as you need it. Here are 6 things to know as you consider adding it to your retirement strategy. 

4 minute read
Photo of a couple who are using annuities to guarantee income in retirement.

Pensions appear to becoming less common. Consider an annuity, which can turn a portion of your own retirement assets into guaranteed income for life. 

3 minute read
Photo of men who have learned what guaranteed income is and how it can be part of their retirement savings strategy.

Learn what guaranteed income is, and what your options are for including it in your retirement saving strategy.

3 minute read