Plan for tomorrow

Resources to help you better manage your money, prepare for retirement, and protect what matters most.

An elder couple look over their retirement documents in their kitchen

Building retirement confidence

Mon, 22 Mar 2021 | Reading Time: 5 minutes
Planning for Retirement

Do you lack confidence in your retirement goals? You aren’t alone. 41% of participants in the recent North American survey gave themselves a ‘C’ or lower on retirement planning.

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Hands of a man and a woman hold a sonogram of a baby

Buying life insurance when you’re expecting

Mon, 15 Mar 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

With big changes on the horizon and a whole new person to care for, it’s important to obtain financial protection that helps your dependents carry on if you pass away suddenly.

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A young woman works through her emergency fund on paper and a tablet

What to do when your emergency fund is gone

Mon, 08 Mar 2021 | Reading Time: 6 minutes
Budgeting & Debt Management Home & Family

So, you made the smart choice to build an emergency fund years ago to ensure you could weather an unexpected financial crisis. But then something unexpected happened and your funds were depleted. What do you do now? We have some suggestions to help you rebuild.

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A young mother in a mask holds her baby while looking at her lap top in exhaustion

Ways to reduce the effects of pandemic fatigue

Mon, 11 Jan 2021 | Reading Time: 5 minutes
Health & Wellness

All those months of stress and uncertainty can take a toll on your emotional health. Here are some steps to help you cope with the effects.

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A young couple hold their newborn child.

Six financial tips for starting a family

Sun, 02 Aug 2020 | Reading Time: 5 minutes
Life Insurance Home & Family

Deciding to start a family is a big, life-changing decision that requires financial planning. To take care of your new family's needs, you need to evaluate your finances and prepare. Here are six ways to get started before the baby arrives.

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A young couple smile while looking at a engagement ring display

Money questions to ask your partner before marriage

Mon, 18 Jan 2021 | Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

One of the biggest parts of being married will be financial. In order to make sure your money plans line up, it’s vital to ask these 6 financial questions before you tie the knot.

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An older couple enjoy their retirement together with cups of coffee

Smart money moves to make in retirement

Mon, 25 Jan 2021 | Reading Time: 5 minutes
Budgeting & Debt Management Planning for Retirement

It’s important to stay savvy with your finances to ensure you don't outlive your money. The way you handle your finances in retirement is just as important as it was before you left the workforce. Here are some tips on how to navigate your money in retirement.

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An older couple embrace while holding a Valentine's Day card

How to celebrate Valentine’s Day at home on a budget

Fri, 29 Jan 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Home & Family

You can create a romantic day at home without breaking your budget and stay safe during the pandemic. Here are some tips to make your stay-at-home Valentine’s Day one to remember.

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A young couple sip coffee while researching life insurance on their laptop

How to buy life insurance as a couple

Fri, 29 Jan 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

Acquiring life insurance for yourself and your spouse should be a big part of that plan. To find the best coverage for your partner, here are some tips.

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A young family flash big smiles while having a good time at the beach

How to determine your life insurance policy length

Fri, 29 Jan 2021 | Reading Time: 6 minutes
Life Insurance

When you buy life insurance you want to make sure the policy continues for as long as you have people who depend on you financially, and until your last major financial obligation is paid. But how do you determine how long your policy should last?

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A young mom holds her baby while working

8 ways for working moms to make time for financial planning

Mon, 03 May 2021 | Reading Time: 4 minutes
Home & Family Saving Tips

Working full-time and taking care of your kids isn’t always easy and it certainly doesn’t leave you a lot of time, especially when it comes to navigating finances. Here are a few tips to help you manage your money even when you have limited time.

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An older white retirement-aged women smiles while swinging.

What to know about women and retirement

Mon, 31 Aug 2020 | Reading Time: 5 minutes
Life in Retirement Planning for Retirement

Today, women are seeking more ways to empower themselves financially. They could be taking ownership of money matters, seeking to find answers to tough questions, and making smart moves to help them define their financial future.

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A young Asian woman looks worried while using a computer.

Four common financial mistakes to avoid

Thu, 30 Jul 2020 | Reading Time: 3 minutes
Budgeting & Debt Management

Planning your financial strategy can be difficult and complex—knowing where to start is often the hardest part. How do you know if you’re making the most of your finances? Visiting with your financial professional is always a great place to begin. Before doing so, you may want to evaluate your finances and make sure you’re not making any of these four common mistakes.

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An older white couple embrace while looking at their computer.

The benefits of fixed index annuities in a bear market

Sun, 02 Aug 2020 | Reading Time: 4 minutes
Annuities

How can you help minimize any damage from a bear market? One answer is to consider a fixed indexed annuity (FIA), a product made for times like these. FIAs offer the opportunity for tax-deferred growth, and many give you the option to generate guaranteed, lifetime income within the same product while protecting your premium from market volatility.

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A young woman organizes her files.

How to organize your personal finances like a pro

Thu, 30 Jul 2020 | Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

Managing your finances can be a real chore, but organizing your income, expenses, investments, and other financial files can significantly contribute to your financial success, allow you to access important documents and ensure that your loved ones can find the right paperwork when you’re gone. Here are some ways to get your finances organized and keep them that way.

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A Hispanic couple meets with a financial planner.

Estate planning checklist

Thu, 30 Jul 2020 | Reading Time: 4 minutes
Estate Planning

When you pass away, it’s important to have provisions in place that allow your family and friends to receive your money and possessions. That’s where good estate planning comes in. To ensure your loved ones receive your assets you’ll need to add a few things to your checklist.

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An older white couple enjoy their retirement in nature.

How to pick where to live in retirement

Thu, 30 Jul 2020 | Reading Time: 4 minutes
Life in Retirement Planning for Retirement

When you retire you may have the opportunity to live somewhere new. But choosing the right destination requires a little research on how a new area will affect your lifestyle and well-being. Here are 5 tips to help you find the best place to live out your golden years.

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a young couple works with their financial professional on a life insurance policy.

What to ask before you buy a life insurance policy

Sun, 02 Aug 2020 | Reading Time: 4 minutes
Life Insurance

Figuring out what kind of life insurance you need can be complex. To make sure loved ones receive financial support when you’re no longer around, you’ll need to talk to a life insurance agent and ask five key questions.

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An older white man enjoys his retirement on the beach.

Unexpected costs in retirement you should know

Sun, 16 Aug 2020 | Reading Time: 4 minutes
Life in Retirement Planning for Retirement

When you retire, you probably expect the expenses in your golden years to be covered by your savings, investments, Social Security, and Medicare. But the transition may not be that simple. Here are a few expenses you may not expect in your golden years.

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Mature father and toddler walk in the woods

What are living benefits and why are they important?

Tue, 25 Aug 2020 | Reading Time: 3 minutes
Life Insurance

You may know that life insurance can help fill the income gap for your family and/or beneficiaries if you were to die unexpectedly. But did you know that life insurance can also be used while you’re living?

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