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 man looks at his computer screen with concern.
Home & Family

A cyber attack occurs every 39 seconds, affecting one in three Americans every year, and due to the rise in cybercrime in 2021, there were nearly 850,000 reports of financial losses. Here are tips to help you keep your information safe.

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 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
An older couple hike up a hill together.
Home & Family Travel & Leisure

Taking a summer vacation is a fun and exciting experience for the whole family, but it can get expensive quickly. Fortunately, there are a variety of ways to get away and have a great time without breaking the bank. Here are some suggestions.

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 man helps clean a forest of trash.
Saving Tips Home & Family

Going green doesn’t have to be a burden to your budget. Keeping sustainability sustainable is easier than you may think.

Read More
A mother and her young daughter toss confetti
Saving Tips Home & Family

It’s that time of year. With the glutton of the holidays behind us, we look forward to putting our bad habits behind us and starting the year anew.

Read More
A young family meet with a financial planner over video conference
Home & Family Planning for Retirement

Talking about financial planning can be tough, but meeting with your spouse, children, or grandchildren to discuss financial decisions can better prepare your family for the future.

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 embrace on the couch together with big smiles

Do you own your financial future?

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.

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

Ways to financially prep for spring

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.

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

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
A large family take a hike on a sunny day
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.

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

Read More