Build Financial Knowledge

Here are six ways to improve your financial literacy and money management skills to help achieve your short and long-term goals.

Here are four common biases to be aware of as you plan and dream for your ideal retirement.

Discover practical ways to create financial resolutions that stick and adopt healthy money habits that help keep your goals on track.

Watch out for these sneaky expenses that can quietly drain your wallet and learn simple tips to help protect your financial goals.

Using an annuity as part of an overall college saving strategy can help you tackle everything from tuition to student loans.

Discover 5 cybersecurity tips to help protect yourself and your information online. 

Adding a registered index-linked annuity (RILA) to a retirement plan can help protect savings from market risk while boosting growth potential so you can retire your way.

As young adults return home, money conversations combined with smart financial strategies can help everyone achieve their goals.     

Help inspire positive money habits among all family members and take a quiz to learn more about being a part of the Sandwich Generation.

Raising children while caring for aging parents can be financially challenging. Here are 4 tips for managing your finances and putting your own needs first. 

Retirement planning can be complex. But with a trusted professional, you can navigate today’s landscape, refine your retirement goals, and feel confident in your future.

Small steps and actions now can add up to financial security later. Here’s how to help ensure you’re taking care of yourself now and in the future.  

If you’re 50 or older, there are several catch-up contributions and savings opportunities that can help create more retirement income for the future.

Even if you have a hands-off approach to your finances most of the year, you should take these eight key steps before year’s end.

If you receive Social Security benefits or a pension, here are four tips for putting your cost-of-living adjustment (COLA) to good use.

Understanding basic economic trends can help you make more confident financial decisions. Here’s what you should know about the market and creating a sound retirement plan.

To keep on track toward reaching your financial goals, checking in on your progress mid-year can be an important exercise. Start by asking yourself these three questions. 

Is your retirement portfolio as diversified as is desirable? Find out more about balancing risk and reward to help improve long-term outcomes. 

More and more individuals are open to using financial apps and other tech tools. Ask these three questions before jumping in.

How do you feel about preparing for retirement? Discover from our joint survey with Forbes how the results may affect the way you plan.

Rolling over tax-qualified retirement assets into an annuity may help you achieve your retirement goals and can bring other benefits to your savings plan.

If you’re holding on to excess cash, you could be limiting your future earning potential.

Four things to avoid when filing your taxes to help get your refund on time. 

Not sure where to start when choosing a financial professional? Here are 5 tips to help make the process easier. 

Thinking about your financial resolutions? Meet with your financial professional and consider all the retirement options available to you.

Choosing “hands-free” indexed crediting options inside a FIA can help you stay aligned with your risk and return goals while also saving you time and effort.

See how different kinds of annuities are mapped along a risk spectrum and how they can help keep retirement savings better protected.

Benefit from the same rules-based algorithms that big money managers use in their portfolios by adding custom indices to your fixed indexed annuity allocation. It can help tamp down volatility and increase stability. 

Developing a positive money mindset can be important in achieving your short- and long-term financial goals. Here’s a checklist for making strides in the right direction.

Custom indices can help improve the outcome of a fixed indexed annuity with higher growth potential and volatility control features. 

Three tips that may help you plan for retirement.

Three factors to keep in mind during tax season that may help lower your tax bill.

These four steps can help turn your goals into reality.

Elder financial abuse is often committed by family members. Learn how to keep your money safe.

Learn how your solo status could make you eligible for bigger savings.

If you're expecting a bonus from your employer this year, here's what to consider to make sure you're taking the best advantage of that extra cash.

Technology can help make managing your money easier, more efficient and more transparent. Here are five money trends to watch in the coming years.

A lump sum of cash can be a financial boon for your future—if you use it wisely.

A happier, healthier future is right at your fingertips.

If you plan to help your grandchildren, here's what you need to know.

Before you send that return to the IRS, be sure you’re making the most of your available deductions.

New ways to use your smartphone’s camera to get organized, enhance your memory, and stay on track.