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There’s More Than One Right Way to Get to Where You Want to Go

The more you know about managing your personal finances, the more you can concentrate on what matters most — enjoying your life and cherishing time with your loved ones. 

Learn to Tackle Today’s Financial Challenges & Effectively Plan for Your Future

Do you want to save money for a down payment on a new home? Have you set aside money in an emergency fund? Are you thinking about how to fund your children’s college education? Do you know how much your small business is worth? What kind of lifestyle do you envision for your retirement?

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.

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 plot out your path.
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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.
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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.

Boost Your Financial Know-How

Be a more informed consumer equipped with data and experiences from others just like you to help you discover what financial solutions are right for you. Explore our library of articles covering retirement planning, life insurance, investing, estate planning, personal finance and small business ownership.
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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.