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Insurance, Annuities, and Investments
401(k) and pension plans
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401(k) and pension plans
For most families, the heart of the American Dream is financial security. More than 4 in 5 families define the American Dream as financial security for themselves and their family. Learn how you can budget and plan ahead.
Whatever the emergency, having a financial cushion can help you weather the storm without endangering your long-term financial health.
Just 1 in 4 American families are prepared for a financial emergency with more than 6 months of expenses saved.
Prepare for the unexpected by protecting your family with appropriate amounts of life insurance and disability income insurance.
CALCULATOR
My typical monthly take-home pay from all income sources is $______.
Video
Some people use a budget as a general guideline, while others track everything down to a penny. There's no one right way to manage your money. What's the most important is you're comfortable with your strategy.
Blog
A budget - a running account of what you are making, spending, and keeping over time - is essential to good personal finance and wealth building. But many people don't have one.
Insurance
In the event of your passing, your beneficiaries will receive a lump-sum payment to help cover things like college tuition, income gaps, or paying off the mortgage.
Blog
Babies are a cause for celebration. But a new child also requires some careful financial planning by the parents.
Blog
Let’s break down America’s favorite ways to unwind and see what a little financial planning can do to keep costs low and vacation time rolling.
Blog
If you haven’t shown your children how to handle their money, you’ve left them vulnerable to a lifetime of financial insecurity. And when it comes to money and finances, exposure is everything.
Blog
We all know we need to set money aside for our retirement, emergencies, and short-term financial goals, but there are those among us who commit to a higher savings threshold — who take their savings to the next level, socking away more than the recommended percentage of their income to build a financial arsenal.
Blog
Will I have enough money to retire? It’s a common question and one that has increased in magnitude lately — especially for people in their 40s and 50s.
Insurance
Whole life insurance is a permanent policy, which gives you guaranteed protection for your loved ones that lasts a lifetime.
Blog
Working Americans and families who identify as LGBTQ may be less prepared for retirement and more worried about their finances than the general population, recent data suggests. However, they are also in a position to overcome the challenges and take control of their financial future through early education and action.
INSURANCE
When caring for a loved on with special needs, you want to provide them with the best quality of life possible.
Blog
A stroke, a car accident, dementia, Alzheimer's disease, or another serious illness or injury could make it difficult or impossible to make decisions about your health and finances at any age. The odds increase as you age, however
Blog
A sound retirement plan will involve at least three perspectives: financial, organizational, and emotional planning.
Video
Simply put, insurance itself is protection against some type of risk. You can buy insurance for many different things: your car, your house, healthcare, and even your pet.
Blog
It’s not something anyone likes to think about, but life-altering illnesses and injuries happen every day. But there are ways to help protect against such circumstances.
Insurance
If you become too sick or injured to work for an extended period of time, DI could help cover a portion of your income, including bonuses and commissions.
Blog
The emergency fund is an important pillar of any financial plan, the safety net that enables you to pay the bills and keep your financial goals on track in the event of a job loss, costly home repair, or sudden illness. But very few have enough savings set aside to stay afloat in the event of an unexpected financial need.
Blog
With all the coverage options available, and costly errors common, it might just help to explore some of the biggest mistakes people make when purchasing policies of their own – from waiting too long to buy, to getting the wrong type of coverage, to being underinsured.
Blog
Life insurance is rarely “a set it and forget it” solution. At every life stage, financial professionals suggest reviewing your policy to determine whether more or less coverage may be appropriate.
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We have been helping people secure their futures for more than 160 years. Our financial professionals have answers.