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 Home & Family .

A young family embrace on the couch together with big smiles

Do you own your financial future?

Wed, 07 Jul 2021 | Reading Time: 3 minutes
Life Insurance Home & Family Planning for Retirement

In times of uncertainty and economic changes, life insurance can be a valuable component to a financial strategy. Unfortunate events can alter your financial future, but there’s a way to help protect your plans.

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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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A young family sit in the back of their car wearing face masks during a road trip.

Ways to financially prep for spring

Mon, 29 Mar 2021 | Reading Time: 4 minutes
Home & Family Saving Tips Travel & Leisure

Now that the weather is about to turn, you can make plans to head outdoors and enjoy the warm season. But with the change in season comes new expenses and financial considerations. To ensure your budget is prepared, here are a few tips to help plan for spring.

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A young couple sit on a couch looking lovingly at the woman's pregnant belly

Can you buy life insurance while pregnant?

Mon, 15 Mar 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

There’s a lot of important steps you’ll most likely need to take before you have your baby. With some of these steps, you’ll be able to help you achieve some of your financial goals.

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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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A large family take a hike on a sunny day

Reasons to purchase life insurance for family members

Thu, 28 Jan 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

Coverage isn’t limited to individuals. It can also be extended to your children and other family members to help make everyone’s lives a little easier when someone passes away.coverage isn’t limited to individuals. It can also be extended to your children and other family members to help make everyone’s lives a little easier when someone passes away.

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A young mixed-race family unpack boxes in their new home

How long should your life insurance last?

Thu, 28 Jan 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

Your goal should be to make sure the policy continues as long as you have people who depend on you financially, and until your last major financial obligation is paid. But how do you determine that? Here is some advice.

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An older married couple embrace sweetly

Tips for buying life insurance for your spouse

Thu, 28 Jan 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

Setting up a sound financial plan for your family means making preparations for the future. An important part of doing that is acquiring life insurance for yourself and your significant other.

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A middle-aged man give his wife a bouquet of roses

How to celebrate Valentine’s Day at home affordably

Thu, 28 Jan 2021 | Reading Time: 4 minutes
Home & Family Saving Tips

With the pandemic still affecting our way of life, you’ll likely be spending your Valentine’s Day at home. While maybe not ideal, this change in plans may mean that you’ll be able to celebrate without breaking the bank.

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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 couple in holiday garb video chat with family to celebrate

How to celebrate the holidays virtually

Mon, 07 Dec 2020 | Reading Time: 5 minutes
Health & Wellness Home & Family

To celebrate the holidays during the ongoing pandemic, you can plan a virtual holiday party. Here are some suggestions on how you can make some fun memories while social distancing.

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A young man cares for an elderly man in a wheelchair

Maintaining your health and wellness as a caregiver

Mon, 09 Nov 2020 | Reading Time: 4 minutes
Health & Wellness Home & Family

Those who spend a lot of time caring for others often forget to take care of themselves. But self-care is one of the most important things a caregiver can do. Staying healthy both physically and mentally means you will be better equipped to take care of someone else.

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Young family of 3 excited to move into new house

Term plans for every life milestone

Mon, 13 Jul 2020 | Reading Time: 3 minutes
Home & Family Life Insurance

Life is full of milestones. Graduating college, getting married, buying a house, and starting a family are all momentous occasions, each of which brings financial responsibility. But what happens to those financial responsibilities if you pass away before they are taken care of?

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millennial couple cuddle newborn baby

Financial steps before starting a family

Mon, 13 Jul 2020 | Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

Having a child is incredibly exciting, but it can also be expensive and stressful. To get ready for your new child and all the emotional and financial changes that come with raising a newborn, you should do some planning. Here are some tips to help you welcome the newest addition to your family and help keep your family finances in order!

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mom and daughter review college expenses

How to talk about college costs with your teen

Mon, 06 Jul 2020 | Reading Time: 3 minutes
Budgeting & Debt Management Home & Family

Many teenagers looking to go to college are under the impression that their parents will foot the bill. However, the reality is that most parents are not able to cover that entire cost. To help your kid afford higher education, it is important to have open and honest communication about the costs. Here are a few important discussion strategies.

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aging parent and daughter discuss finances

How to talk about money with family

Mon, 29 Jun 2020 | Reading Time: 6 minutes
Budgeting & Debt Management Home & Family

Discussing financial goals with your family can be hard. Whether it’s your spouse, parents or kids, it can sometimes be difficult to find the right approach. To openly communicate about money in a positive and productive way, here are some tips to help break the ice and make financial discussions second nature.

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young couple getting married outside

How to talk about money before you get married

Fri, 12 Jun 2020 | Reading Time: 4 minutes
Home & Family

Getting married is one of the most exciting and important moments in your life. Not only will you be committing to your love, but you’ll also be officially merging your worlds, for better or worse. One of the biggest parts of a new union will be financial.

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bearded dad guides teen daughter online

Teaching your teens about money

Fri, 12 Jun 2020 | Reading Time: 4 minutes
Budgeting & Debt Management Home & Family

As a parent, you play a vital role in helping to shape your teenager’s financial behaviors. Whether your teen is starting her first job or she’s just starting to think about her fiscal future, you should take the time to show her the ropes. Here are some tips to help your teen better understand and manage money.

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