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.

Filter Articles
Photo of a family who is moving into their new home.

As life changes, our living situation often does, too. From buying a first home to updating your current home to moving to a new one, these tips can help you choose the best house for your needs and budget. 

3 minute read
Older man who is benefiting from his family assisting in paying for his long-term care.

Thinking about how to pay for long-term care (LTC) for a loved one can feel a little intimidating. Learn more about some sources you could use.

5 minute read
Photo of a person putting important dates on their calendar.

If you’re like most, calendars tend to fill up fast. Here’s a few important dates that you may want to add to your 2018 reminders. 

4 minute read
The world's biggest economies, United States and China, are jockeying for position at the front of the race.

Assuming that the United States and China don’t start trying to push each other off the road with a trade war, Bob Baur still sees the combined world economy having a healthy 2018.  

3 minute read
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
Family who is enjoying life because the parents felt comfortable making financial decisions.

Do you postpone financial decisions? If you’re nodding your head, don’t worry. You’re not alone. Research shows that people lack confidence in making financial decisions. Learn how you could overcome decision-making myths.

3 minute read