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Financial food for thought

View all articles and learn more to get answers to your financial questions.

8 ways to give back during the holidays

Giving back as a family can be rewarding. Read on for 8 ways to volunteer, donate goods or services or participate in events during the holiday season.

Estate planning: A final gift to your family

Estate planning is one of the most important steps you can take to preserve your legacy and protect your loved ones. Learn estate planning basics here.

5 questions to ask when considering long-term care insurance options

Health care costs in retirement can be expensive. Ask these five questions when considering long-term care insurance options to help better prepare.

Getting over the fear of spending down in retirement

Longevity, health, Social Security and your portfolio call all play a factor in your retirement years. Learn more about how to address these concerns.

How to keep your perspective on the market

Investing in the stock market can be one way to help prepare for retirement, but it can have its ups and downs. Here are five tips on staying the course.

Annuities: here’s what you should know

Annuities can provide the benefits of tax-deferred growth potential – and a guaranteed income stream throughout retirement. Learn how they work.

How to prepare for retirement with adult children living at home

How can parents encourage smart financial habits in their adult children living at home without neglecting their retirement savings? Read our tips.

How to prioritize savings and investing goals

It’s important to be smart with your money. Here are some common questions answered and tips to help you prioritize your savings and investing goals.

3 reasons not to borrow from your 401(k)

Borrowing from your 401(k) can be an option when you’re facing a big financial decision, but it’s not always a good one. Let’s talk about the downsides.

Kids wrapping Christmas gifts for others

8 ways to give back during the holidays

Giving back as a family can be rewarding. Read on for 8 ways to volunteer, donate goods or services or participate in events during the holiday season.

Wife and husband planning

Estate planning: A final gift to your family

Estate planning is one of the most important steps you can take to preserve your legacy and protect your loved ones. Learn estate planning basics here.

Friends enjoying an afternoon on a patio

5 questions to ask when considering long-term care insurance options

Health care costs in retirement can be expensive. Ask these five questions when considering long-term care insurance options to help better prepare.

Getting over the fear of spending down in retirement

Longevity, health, Social Security and your portfolio call all play a factor in your retirement years. Learn more about how to address these concerns.

Confident man sipping coffee from a mug in his kitchen

How to keep your perspective on the market

Investing in the stock market can be one way to help prepare for retirement, but it can have its ups and downs. Here are five tips on staying the course.

Annuities: here’s what you should know

Annuities can provide the benefits of tax-deferred growth potential – and a guaranteed income stream throughout retirement. Learn how they work.

Father son brushing teeth

How to prepare for retirement with adult children living at home

How can parents encourage smart financial habits in their adult children living at home without neglecting their retirement savings? Read our tips.

Man traveling with his dog in a car

How to prioritize savings and investing goals

It’s important to be smart with your money. Here are some common questions answered and tips to help you prioritize your savings and investing goals.

Couple in discussion

3 reasons not to borrow from your 401(k)

Borrowing from your 401(k) can be an option when you’re facing a big financial decision, but it’s not always a good one. Let’s talk about the downsides.

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