Financial Education & Wellness Resources

Our resources — including financial calculators, educational articles and a financial style quiz — can help you increase your financial literacy, evaluate your goals, estimate your required savings and empower you to make more informed decisions about your financial situation today and in the future.

Life Insurance Guide

Gain a more comprehensive understanding of how different types of life insurance can round out your overall financial plan and help to provide financial security.

Life Insurance Basics • Types of Life Insurance • Who Needs Life Insurance? • How to Buy Life Insurance • Life Insurance Riders

Why Life Insurance Is Important: 9 Meaningful Benefits

Term vs. Whole Life Insurance: Which Is Right for You?

How To Use Our Life Insurance Calculator

What Is Permanent Life Insurance & Is It Right for You?

What Does Life Insurance Cover?

9 Factors That Could Affect the Cost of Life Insurance

What Are the Benefits of Whole Life Insurance?

All Life Insurance Articles

Retirement Planning Guide

Personal goals, family considerations and financial practicalities all go into retirement planning. Let our informative articles help guide your path.

How to Plan for Retirement • How Much Do I Need to Retire? • How to Save for Retirement • IRA Basics • 401(k) Basics • Annuity Basics • Estate Planning • Retirement Income Planning • Living in Retirement • Aging & Senior Care

Average Retirement Savings by Age

How Much Does a Couple Need to Retire?

How Much Do I Need to Retire at 60?

Types of Retirement Plans

What's the Difference Between a 401(k) vs. IRA?

Is There a Right Age for Opening an IRA?

Can I Contribute to a 401(k) & an IRA?

How Does a 401(k) Work When You Retire?

All Retirement Planning Articles

Investments Guide

Thoughtful investing may help you reach financial goals in life. Discover ways to put your hard-earned money to work to help achieve your dreams.

Investing 101 • Mutual Funds Basics • College Savings

How to Start Investing in Your 20's

The Impact of Inflation on Your Savings & Investments

Long-Term Investments vs Short-Term Investments: What's the Difference?

What is a Diversified Portfolio?

Liquid vs. Non-Liquid Assets: What's the Difference?

How Do Mutual Funds Work?

Who Can Contribute to a 529 Plan?

All Investments Articles

Personal Finance Guide

Knowing more about your personal finances can help you develop greater financial discipline and maximize your resources to help achieve your goals.

Personal Finance Planning • Managing Debt • Budgeting & Saving • Managing Money • Small Business Planning • Frequently Asked Questions

How Much Does It Cost to Raise a Child?

Take Control of Your Finances With Our Financial Planning Checklist

How Much Money Should You Have Saved by 25?

Which Life Stage Are You Preparing for Financially?

What Is a Financial Representative?

Budgeting for Couples: 5 Things to Consider

4 Tips for Teaching Financial Literacy to Kids

All Personal Finance Articles

Calculate Your Financial Needs

Understanding where you are today can help you create the right path to reach tomorrow. What are your current financial needs? Whether you need to assess your retirement, life insurance, college savings, personal finances or small business, our calculators can help you plan your path.

How Much Do You Need to Retire?

Our quick and easy calculator can help you determine how much of your current annual income you may need to save in order to generate the retirement income you want.

Family enjoying some relaxing time at home

How Much Life Insurance Do You Need?

Answer a few questions about your life situation to estimate how much life insurance coverage you might need to provide the necessary amount of income for your family after you’re gone.

How Much Do You Need to Save for College?

Use our College Savings Calculator to determine how much you should consider saving each month to accumulate the required funds to help pay for school.

All Financial Calculators

Find Out Your Financial Style

Do you struggle with explaining your approach to finances? If you’re like most people, it may not be your favorite thing to talk about, but learning your financial style may help you feel a little better about it. Take our short quiz to find out a little bit more about how you approach your finances, the value you put on relationships and what motivates you.

What's Your Financial Style?