A family visits with grandparents for the holidays.
Home and Health

How to have money conversations with family

Plan For Tomorrow — Home and Health

North American's home and health tips and guides

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Annuities
Money Management
Home and Health
Retirement Planning
Life Insurance
Financial Literacy
A young woman volunteers by packaging canned goods.

Guidelines for year-end charitable giving

Donating money to charitable causes can be beneficial all year long, but many people choose the holiday season to make their contributions. Nearly one-third of annual donations happen in December, often inspired by the holidays, potential tax write-offs, and year-end bonuses.
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Reading Time : 5 minutes

A grandfather smiles at his granddaughter

Creating a wealth transfer plan

Building a strong financial foundation is a significant achievement that can benefit not just you, but also your family for many years to come.
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Reading Time : 6 minutes

A family visits with grandparents for the holidays.

How to have money conversations with family

To foster open and constructive conversations about money, here are some helpful tips that can help ease you into discussions and help ensure they go more smoothly.
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Reading Time : 6 minutes

A father and sun sit patiently in an airport in front of a Christmas tree.

Money saving tips when traveling for the holidays

Whether you're visiting family or escaping to a sunny getaway, smart financial management can help you focus on what truly matters. Consider these money-saving tips and how to avoid breaking the bank when away from home.
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Reading Time : 4 minutes

A mother helps her daughter move furniture up the stairs.

Financial moves for empty nesters

For many years, you’ve worked hard to help your children grow into well-rounded, capable adults. Now the time has come when they will leave the nest to head out into the world.
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Reading Time : 4 minutes

A multi-generational family embrace while outside.

How to balance financial priorities while sandwich parenting

Developing a strategy and budget that accounts for everyone’s goals is essential to minimizing stress and keeping financial goals on track.
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Reading Time : 5 minutes

A man on a hike looks out at the landscape somberly.

How does a mental health condition affect life insurance?

One in five people in the U.S. live with a mental health condition. Even with a proper treatment plan, some people may worry having this diagnosis may affect their ability to get life insurance.
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Reading Time : 4 minutes

A young woman works through her emergency fund on paper and a tablet

Rebuilding your emergency fund

So what happens when you’ve tapped into this cash reserve following an event and now you need to rebuild it? Where do you start? Here are some tips for emergency fund planning for this important financial safety net.
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Reading Time : 5 minutes

A woman sits in a grief counsel group.

Coping with grief and ways life insurance can help

Here is a closer look at how to cope when someone you love has died, and ways that life insurance can ease the burden during this difficult time.
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Reading Time : 5 minutes

An older woman taking a yoga class.

Achieving work-life balance prior to retirement

Here are tips for balancing your personal and professional life and developing habits that can create a smoother transition to retirement.
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Reading Time : 4 minute

A young family walk hand-in-hand through the woods

Do you own your financial future?

On the surface, life insurance may seem fairly simple and straightforward—it can provide financial support to your family and loved ones should you pass away. Permanent life insurance comes in many forms, with each product type having its own benefits.
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Reading Time : 3 minutes

A woman looks out her window at a winterscape.

Winter wellness tips and combatting post-holiday money stress

With the holidays now behind us, a new year offers a fresh start, but sometimes, there are still bills to pay. This potential money stress can also combine with feelings of sadness or moodiness that some people experience during the winter months.
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Reading Time : 5 minutes