Saving can be tough and we’re here to help. We have suggestions, research and insights on how you can save more for your short- and long-term goals — including retirement.

Budget Planning

Importance of having a budget video preview

Video: The importance of having a budget.

In eight minutes, we review some important reasons why you should have a budget, and some simple steps to get you started.

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Why saving is so hard … and some tips for making it easier.

Do you feel like a failure because no matter how hard you try, saving money is just plain difficult? You aren’t alone. According to Harvard economist Sendhil Mullainathan and Princeton psychology professor Eldar Shafir, authors of the book, Scarcity: Why…

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Employer Sponsored Retirement Plan

Mother looks online for financial short term goals example for child

Is your 401(k) on autopilot?

As American workers increasingly rely on employer-sponsored retirement plans as a primary source of retirement income, providers and employers need to find ways to help employees maximize this benefit. One way to achieve this goal is through automation. Automation can…

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IRA vs. 401(k): What’s the difference between an IRA and a 401k?

Individual retirement accounts (IRAs) have a lot in common with employer-sponsored retirement plan accounts like 401(k)s, but differ in many important ways. Let’s take a look. IRA vs 401(k): How are they alike? The main similarities include tax-deferred growth possibilities,…

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Life Insurance

Understanding the different types of life insurance.

You probably know that having a life insurance policy is important, but may not know which of the array of options is right for you. Here, we break down the different types of policies and explain which may be better…

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The basics of life insurance.

September is national Life Insurance Awareness Month. And while it’s important to consider life insurance throughout the entire year, this “holiday” can be extra motivation to re-evaluate your current policy — or more importantly, look into buying one if you…

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Education and College Planning

Comparison of education savings accounts video preview

Video: Comparison of Education Savings Accounts.

How do you start saving for a college education? And what’s the difference between 529 plans, custodial accounts (UGMA/UTMA), and Coverdell Education Savings Accounts?  This nine-minute video helps you understand your options and what you need to get started.

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What you need to know about managing and repaying your student loans.

A college or graduate degree can be valuable and empowering. It can also come at a significant cost, mostly in the form of student loans. If you or someone you know is faced with the challenge of repaying student loans,…

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Family and Finances

5 cost-saving tips for wedding guests.

We all know that weddings can be expensive. In fact, the average wedding cost more than $33,000 in 2017.1 But the happy couples aren’t the only ones feeling the pinch. A recent study showed that the average wedding guest spent…

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Financial impact of divorce.

Divorce brings dramatic life changes for an estimated 1.3 million couples a year in America. One of the most challenging life changes includes the financial implications and repercussions of divorce. Separating incomes, assets, and obligations has lifelong impacts and can…

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Getting Started in Investing

Video: Investing basics.

In this intro to investing, we talk about setting investing goals and choosing appropriate risk levels for your timeline. We also explain asset allocation and the importance of looking at ALL of your assets when making investment decisions.

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Video: Investing risks and returns.

You may be familiar with the concept of investment risk and return: the greater the risk, the greater the potential reward, right? Not necessarily. In this six-minute video, we examine different types of risks you should consider, as well as…

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