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Life Stage

Your partner in finance, through every age and stage.

Life stage articles

Education is the key to success. And while the cost of education continues to increase, there are still plenty of options for saving. Identifying that set amount to put aside each month will help you plan. We’ve assembled some helpful resources to help you navigate this financial transition and make higher education part of your budget.

Personal finance can be complicated, but with the right tools and resources, you can learn to take control of your money and begin taking steps to building a better financial future. Understanding the fundamentals of concepts such as saving, budgets and debt management will help you make informed decisions as you embark on your financial journey.

Things change when you have a family, including your financial situation. Whether you’re thinking about starting a family or your family is growing, it’s never too early to start planning for the next stages of life. Managing family finances can have its share of challenges, but with a strategy in place you can prepare for every step. 

Whether you have left the workforce by choice or through workforce reduction, you may face many financial decisions or challenges.  Although change isn't easy, this may be a great time to reset your financial priorities and learn to live on less. We've rounded up some great content to help you make the most out of this transitional time.

If you're within five years of retiring — or just want to get a head start on your retirement plans — there's a lot to know about making the most of your remaining years in the workforce. From buttoning up your retirement plan to making smart choices for healthcare, we're rounded up some helpful resources.

Making the decision to buy a home can be very exciting. It’s also a major commitment. Homeownership is a big investment and can take time, but comes with several financial benefits. There are a number of things to consider before you start house hunting, so we’ve put together some helpful resources to guide you through the process.

Starting a new job is incredibly exciting, and it also presents many opportunities to enhance your financial health. From pay raises to new benefits and retirement packages, you will make a number of decisions that can help you improve you financial outlook for years to come.

As you progress through your working years, you'll run into competing financial priorities along the way. Should you pay down debt or build up your savings? How much should you set aside for retirement, and what's the best way to invest? A financial plan can help guide you through these decisions so you can proceed with confidence and peace of mind.