Life Events

Whether you're adjusting to an unexpected change or celebrating a big milestone, we can help. Our resources, guides, and tools can help you navigate these important moments—and give you the clarity and know-how you and your family need to move forward with confidence. 

What's on your mind today?

Are you planning for a change or reacting to the unexpected?



Caregiving and aging


Getting divorced


Managing estate planning


Managing an inheritance


Navigating the college journey


Losing a loved one



Having a baby or adoption


Marriage and partnering


Becoming an Empty Nester


Saving for a loved one with a disability


Adjusting to adult children moving in


Adjusting to parents moving in

Are you planning for a change or reacting to the unexpected?


Retirement


Taking early retirement


Getting, changing, or losing a job


Losing a job or getting furloughed


Starting a business


Selling a business


Transitioning to part time work 


Transitioning to independence

Are you planning for a change or reacting to the unexpected?


Caregiving and aging


Illness and injury


Losing a loved one


Dementia and Alzheimer's


Saving for a loved one with a disability


Rising health care costs

Are you planning for a change or reacting to the unexpected?


Buying a house


Renovating a home


Downsizing a house


Making a major purchase


Experiencing identity theft or fraud


Dealing with a natural disaster

Guidance beyond dollars and cents

Most people know us as their retirement company. And that's OK. We've helped millions of people wisely invest their life savings. But we can also help you integrate the financial with the rest of life. So whether it's proudly sending your child to college or adjusting to the sudden loss of a loved one, we're here to help tie it all together—before, during, and after.


We'll help you understand the full scope of an event, and give you action items for what to do next.

Step 1

Learn

Understand the tradeoffs and implications of the event.
Step 2

Get organized

Gather important documents and view a custom roadmap.
Step 3

Build your team

Assemble your support squad to advocate for your best interests.
Step 4

Act

Take action on the steps that matter most.
Step 5

Get back on track

Recalibrate your goals and money strategies.

When priorities compete, a plan gives peace of mind

We'll help you make balanced decisions so you can live your life with confidence. Because money is the means, not the end.

What makes us different?

Planning for the future means planning for the curveballs, the surprises, and the joyful moments. And we've learned a lot through 70 years of hearing people's stories. Our decades of innovation and industry leadership make us uniquely able to help you navigate life's big moments.


It starts with listening. Then we map your priorities to a flexible financial plan—one that make sense for real life. And we help you make the best decisions through guidance when you need it.