Skip to Content
Parents camping with their two children symbolizing that they have a lot of financial planning to prepare for in the future
orange circle and plus sign with an arrow moving around them illustrating strategy icon

Financial planning

One key to money management is creating smart financial habits for your everyday life. Browse this section to find articles on budgeting, investing, building savings and more.
Orange open book icon
Latest in
Financial Planning
Happy mom and dad swing daughter between them in front of big, new house
Planning your financial future

Considerations for lottery winnings and other big financial decisions

Winning the lottery can be bittersweet. On one hand, you have money, but on the other it’s easy to deviate from your financial plan.

Read more
Worried woman sitting on couch thinking about how her chronic illness will affect her finances.
Planning your financial future

Creating a strategy when chronic illness or disability strikes

Are you prepared to deal with an unexpected illness or disability? Build a strategy that can help cover unexpected and ongoing medical bills.

Read more
Two men shaking hands to indicate developing a financial plan
Planning your financial future

Financial planning support

Financial planning professionals offer many services. It's important to determine which type of professional can help based on your needs.

Read more
Woman in her 20s smiling and looking at an iPad.
Planning your financial future

Free budget spreadsheets

It's hard to create a budget without building an extensive spreadsheet. There are several budgeting resources online that provide free spreadsheets for your specific needs.

Read more
Two businessmen on tall stools, shaking hands in front of the window of an office building.
Planning your financial future

How do financial advisors get paid?

There are specific fee structures when working with a financial advisor. Knowing ahead of time what it will cost you to sit down with them may be something you want to know.

Read more
A man and his daughter looking at long term care benefits
Planning your financial future

The benefits of long-term care insurance

Find out how long-term care insurance can help protect from financial risk if you’re diagnosed with a chronic medical condition, disability or disorder.

Read more