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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.
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Financial Planning
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.

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Planning your financial future

Financial advice on 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.

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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.

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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.

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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.

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Older couple at outdoor restaurant drinking coffee and thinking about long term care insurance
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.

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