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 mother and son enjoy Thanksgiving dinner together.
Budgeting & Debt Management Health & Wellness

As we enter a season focused on thankfulness, here’s how gratitude can help with your financial wellness and ways to incorporate it into your daily life.

Read More
A young family looks happily into a shop window.
Budgeting & Debt Management Saving Tips

By setting some ground rules for yourself and creating a holiday budget, you can help prevent overspending and can celebrate the season without the increased stress and worry. Here are five tips to help you budget for holiday spending.

Read More
A father helps his daughter file for college financial aid
Budgeting & Debt Management Home & Family

To apply for federal student aid, the current or prospective student will need to complete the Free Application for Federal Student Aid (FAFSA). Let’s take a closer look at the FAFSA and tips and tricks to simplify the student aid application process.

Read More
A mother helps her teen daughters prep for college
Budgeting & Debt Management Home & Family

Sending a child to college is an important goal for many families, but it can be challenging as the cost of higher education continues to rise each year. Let’s explore these funding options and how they can help save for a loved one’s academic future.

Read More
A mother hugs her daughter before she leaves for college.
Budgeting & Debt Management Home & Family

Will you be excited for this new chapter or have a hard time adjusting? While this transition can be bittersweet, many personal and financial opportunities can arise from an empty nest.

Read More
A mother and daughter smile while looking at a shop window.
Budgeting & Debt Management Saving Tips

While the cost of these items can add up quickly, there are many ways to tackle back-to-school shopping without breaking the bank. Here are some useful tips for saving money on school supplies as you kick off a new semester.

Read More
A young couple relax while watching a summer movie in the park.
Budgeting & Debt Management Saving Tips

With inflation rising and gas prices soaring to record highs, you may be thinking twice about summer vacations. Fortunately, there are a variety of fun things you can do close to home that won't require filling the tank and breaking the bank.

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

Dad’s best budget tips and tricks

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.

Read More
A woman tightly hugs her mom.
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.

Read More
A young couple smile while looking at their financial documents

Tips for financial spring cleaning

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.

Read More
A retirement-aged woman shops for produce.

Is inflation deflating your budget?

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.

Read More
A women lifting weights while sitting on a yoga mat.
Budgeting & Debt Management Saving Tips

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

Read More
A family lights sparklers to celebrate the New Year
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.

Read More
An older couple look away from each other, upset
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.

Read More
A young family play in the sand at the beach

Ways to save money this summer

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.

Read More
A young college graduate hugs her mom while holding a diploma
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.

Read More
A young mother teaches her daughter at home

How to raise financially smart children

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.

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

Read More
An older couple share a loving moment together.
Budgeting & Debt Management Home & Family

What happens when that money is gone following an event? How do you rebuild this financial safety net? Here are some tips for emergency fund planning for this important financial safety net.

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

Read More