Learn and plan

From money management basics to complex retirement planning, we've got resources to help you navigate life's challenges.

Content with Learn and Plan Categories Budgeting & Debt Management .

A young man and his father work through finances on a computer.

Dad’s best budget tips and tricks

Mon, 06 Jun 2022 | Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

This Father’s Day, we wanted to pay tribute to the advice and wisdom our Dads have imparted to us over the years. So, we asked our employees to share the best DIY money-saving tips their Dads ever gave them.

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A woman tightly hugs her mom.

Motherly advice: best financial tips from mom

Wed, 04 May 2022 | Reading Time: 4 minutes
Budgeting & Debt Management Home & Family

This Mother’s Day, we wanted to reflect on the wealth of knowledge that moms, aunts, grandmas, and women we love have shared with us over the years. So we asked our employees to share the best financial advice their mothers or motherly figures ever gave them.

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A young couple smile while looking at their financial documents

Tips for financial spring cleaning

Mon, 28 Feb 2022 | Reading Time: 4 minutes
Budgeting & Debt Management Saving Tips

As the weather gets warmer, spring is on our minds. And with the changing of the seasons comes an opportunity to get refreshed and reorganized.

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A retirement-aged woman shops for produce.

Is inflation deflating your budget?

Tue, 01 Feb 2022 | Reading Time: 3 minutes
Budgeting & Debt Management Saving Tips

If it seems like your grocery bill is higher than last year, it probably is. Inflation is up 7% over the past year – which is the fastest increase since 1982. If you’re trying to eat healthier without breaking your budget, consider the following tips.

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A women lifting weights while sitting on a yoga mat.

How to stick to your New Year's resolutions

Mon, 10 Jan 2022 | Reading Time: 4 minutes
Budgeting & Debt Management Saving Tips

If you want to make your resolutions stick this year, consider these four tips.

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A family lights sparklers to celebrate the New Year

How to prepare your finances for the end of 2021

Mon, 22 Nov 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Saving Tips

From making sure you hit financial deadlines, to reviewing your portfolio, to reassessing your life insurance coverage, there are many items to include on your year-end checklist.

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An older couple look away from each other, upset

How divorce can affect your financial plan

Mon, 08 Nov 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Life Insurance Annuities Home & Family

Going through a divorce or a separation after a long-term relationship can be one of the most emotionally taxing experiences in a person’s life.

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A young family play in the sand at the beach

Ways to save money this summer

Tue, 22 Jun 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Saving Tips Home & Family

Summer is coming up quickly and with an end in sight for the pandemic, you may be itching to get out into the world. But remember to do so safely and economically! There are many ways to enjoy the season on a budget and save.

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A young college graduate hugs her mom while holding a diploma

Financial moves to make before you graduate college

Mon, 03 May 2021 | Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

Managing your money is an important part of being on your own and the sooner you start preparing for your financial independence, the better off you’ll be. Here are four moves to make before you get that diploma.

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A young mother teaches her daughter at home

How to raise financially smart children

Mon, 19 Apr 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Home & Family Saving Tips

Whether it's playing an instrument or figuring out how video games work, a child’s brain can make active connections quickly. The same is true for understanding financial literacy.

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An older man listen to a podcast to help him with financial literacy.

Six ways to improve your financial literacy

Mon, 05 Apr 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Planning for Retirement

The more knowledge you have about your finances and how to navigate them, the more you’ll be able to make sound decisions to effectively save and invest money for yourself and your family. Here are some financial literacy tips to help increase your financial literacy and make your money work for you.

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An older couple look over their financial documents together

Tips for rebuilding your emergency fund

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

Even if you anticipated the possibility of a crisis by building an emergency fund, the money you saved to stay afloat in these uncertain times could now be gone. So what do you do when your emergency fund is gone? Here are some tips.

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An older couple meet with a financial professional to discuss their retirement money

Money moves you should make after you retire

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

The way you handle your finances in retirement is just as important as it was before you left the workforce. You need to ensure you don't outlive your money, so you can enjoy your golden years in comfort. Here are some suggestions on how to be money smart in retirement.

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A young couple looks over their financial documents together

Tips for financial stability in uncertain times

Mon, 18 Jan 2021 | Reading Time: 4 minutes
Budgeting & Debt Management Saving Tips

To help you navigate your money, here are seven steps you can take to keep your feet on solid financial ground in unpredictable times.

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A handwriting in a notepad in front of a calendar

6 ways to make your financial resolutions stick

Mon, 04 Jan 2021 | Reading Time: 4 minutes
Budgeting & Debt Management

Following through with those resolutions is a lot harder than making them. Oftentimes, our resolutions don’t even make it past the first couple of months! If you're looking to break the cycle, here are six ways to help you stay focused on your 2021 goals.

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A retiree woman works through her taxes.

Important 2022 federal tax deadlines to know

Mon, 28 Dec 2020 | Reading Time: 4 minutes
Budgeting & Debt Management

Now that the end of the year is fast approaching, you may be wondering what you need to get for your 2020 taxes. Here is a filing breakdown in chronological order to help you get your calendar updated.

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A young couple sit in their apartment working on their computer together

Tips for revamping your budget before the New Year

Mon, 21 Dec 2020 | Reading Time: 5 minutes
Budgeting & Debt Management Life Insurance Saving Tips

As we look forward to the New Year, now is the time to work toward a fresh start. Here are six tips to help you strengthen your finances, budgeting, and more.

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A young mother and daughter open a gift together

Holiday gifts that help your kids learn about money

Mon, 07 Dec 2020 | Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

Gifts that show children how to handle finances can be a great way to get them interested. Here are some ideas for presents that can help educate your kids about how money works.

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A young black family walk together while shopping for the holidays

How to prepare your finances at the end of 2020

Mon, 09 Nov 2020 | Reading Time: 4 minutes
Budgeting & Debt Management

The end of 2020 will be here soon, so it’s time to review your finances. From making sure you hit financial deadlines, to reviewing your portfolio, to reassessing your life insurance coverage, there are many items to include on your year-end checklist. Here’s what you should do before 2021 arrives.

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Young Hispanic mother received a kiss on the cheek from son

Financial planning steps for single parents

Mon, 19 Oct 2020 | Reading Time: 5 minutes
Budgeting & Debt Management Life Insurance

As a single parent, it’s easy to feel financially overwhelmed when you’re on your own. But with some planning and effort, you can handle the responsibility while raising your child. Here are seven financial tips to help you manage your money and build financial security.

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