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Financial Planning

Financial Wellness: Perception and Reality
Financial Wellness: Perception and Reality
Financial wellness means having control over day-to-day finances – take these steps to tackle unforeseen expenses and plan for your future goals.
Using Technology to Boost Financial Wellness
Using Technology to Keep Employees Engaged In Your Financial Wellness Program
Help your employees lead financially healthier lives – include these helpful tools in your financial wellness program.
Financial Wellness Programs
Designing a Financial Wellness Program That Works
Financial wellness programs need to address the unique needs of a modern, diverse workforce. Here’s how to create a program that works.
Employee Financial Wellness
When It Comes to Financial Wellness, What Do Your Employees Need?
Help your employees manage financial stress. Learn the first step in creating a successful financial wellness program here.
Measuring the Success of Financial Wellness Programs
How to Measure Your Financial Wellness Program's Success
Employees who aren’t stressed about finances are less distracted and more productive at work. Here’s how to measure the success of your financial wellness program.
Financial Tips for Parents
How to Financially Prepare for Your Second (or Third, or Fourth!) Child
Life can get more complicated as your family grows. Here’s how to financially plan for more kids.
Financial Tips for Women
5 Financial Tips for Female Breadwinners
If you’re the breadwinner in your family, you know how challenging this role can be. Follow these financial tips.
Evelyn Stark on Behavioral Economics
How Can We Make Healthier Financial Decisions? MetLife Foundation’s Evelyn Stark Talks Behavioral Economics in NextBillion’s Latest Podcast
Listen To NextBillion’s Podcast Here.
What You Should Know about Your Life Insurance Benefits through Work
Have Life Insurance through Work? Ask These Questions about Your Coverage
If you have an employer-sponsored life insurance policy, how much do you know about it? You might need more life insurance coverage.
Get Life Insurance While You're Young
3 Reasons Why You Should Think About Life Insurance While You’re Young, Single and Child-free
Life insurance protects your income and those who depend on it. Here’s why you should think about getting life insurance while you’re young.
When to Review Your Life Insurance Coverage
When Should I Reevaluate My Life Insurance Portfolio?
Your income, expenses and family size are all important variables. Here’s when to revisit your life insurance coverage.
The Importance of Budgeting for Life Insurance Coverage
Is it Risky to Drop Life Insurance Coverage During Tough Financial Times?
It may be tempting to drop a life insurance policy when you’re working hard to stick to a budget. Here’s why you should maintain your coverage.
A Guide to Trusts
What Type of Trust Should You Create for Your Estate?
Estate planning may seem overwhelming, but understanding your options can help you plan for the future. Learn more about different types of trusts.
Budgeting for Emergencies
Budgeting for Life’s Unexpected Emergencies
Unexpected costs can set you back financially if you’re not prepared. Here’s what to think about when budgeting for an emergency fund.
Protect Your Family's Finances
How to Keep Your Family’s Finances Recession-Proof
In an ever-changing world, economic uncertainty can cause stress. Follow these tips to keep your family’s finances secure.
Financial Tips for Families with a Special Needs Child
How to Plan for the Future with a Special Needs Child
Help ensure your child is protected and cared for. Learn how life insurance can help.
Teaching Kids About Money
How to Teach Your Kids about Saving Money
Talking to your kids about financial planning is important. Share these tips about saving money.
Understanding Your Benefits When Changing Jobs
Changing Jobs? 3 Benefits Questions to Ask Before You Do
Your employee benefits won’t follow you from one job to the next. Answer these important benefits questions before changing jobs.
Protect Your Entire Family with Life Insurance
Create a Total Family Life Insurance Plan in 3 Steps
As the head of your household, you have a lot of financial responsibilities. Cover your whole family with life insurance.
Financial Tips for Aging Parents
Planning and Budgeting for Your Elderly Parents
Coping with parents’ needs as they age can be stressful, both financially and emotionally. These tips can help you plan for their future.
Funding a Year Off
6 Tips for Funding a Year off Work
Leaving a full time job can be a big financial risk. Follow these tips to help fund a year off work.
Tips for Saving Money
Simple Tips to Start Saving Money Now
The first step toward a more secure financial future is believing that it’s possible. These tips can help you save money.
Summer Budgeting for Freelancers
Freelancers: What to Do When Work Slows Down Over the Summer
Want to make the most of your summer downtime? Here are three tips freelancers can embrace to get ahead.
Retirement Income Plans
Designing Retirement Plans that Help Ensure Income for Life
Employers have an important role to play in designing retirement plans that can help ensure income for life. Help your employees plan for retirement.
Lump Sum Risks in Retirement
The Risks of Taking a Lump Sum Payment in Retirement
Research shows 1 in 5 people who receive a lump sum retirement payout spend it in just 5½ years, on average. Learn how to make your savings last.
Estate Planning Tips
10 Common Mistakes People Make With Their Estates and How to Avoid Them
Estate planning is much more than writing a will. Avoid these ten common estate planning mistakes.
Financial Basics
Simple Answers to Questions You’ve Always Had about Money
Feel like you don’t know much about money? You’re not alone. We answer four common money questions here.
Keep Your New Years Resolutions
6 Ways to Make Your New Year’s Resolutions Stick This Year
How many times have you resolved to lose weight, save more money or eat better? Make realistic and achievable New Year’s resolutions this year.
Merging Finances After Marriage
Tying the Knot after Thirty? How to Merge Your Finances
How is marriage different for those who marry later in life? Follow these tips to merge your finances and start making decisions together.
MetLife Foundation's Work with Financial Opportunity Centers
From Minimum Wage to Owning a Business – Jerry Evans and the Path to Financial Independence
With the help of EMERGE and the Local Initiative Support Corporation in Minneapolis, Jerry Evans is on the path to financial independence. Learn more about MetLife Foundation’s work with financial opportunity centers across the U.S.
Balancing Benefits as a Couple
My Plan or Yours? How to Balance Benefits as a Married Couple
Employer sponsored benefits can be a cost saving opportunity for most married couples, but choosing the right benefit options can be complicated. Discover ways to balance your benefits and save more.
Building a Financial Future After Getting Married
Tying the Knot in Your Twenties — Building a Financial Future Together
How is marriage different for couples who say “I do” before they reach their 30th birthday? Those who marry earlier in life have the opportunity to plan for the future together. Discuss these important questions before you get married.
Life Insurance Tips
10 Tips to Get Started with Life Insurance
Taking action to protect your family with the right amount of life insurance coverage is an important part of your lifetime financial plan. Here’s what you should know about life insurance.
Planning for a Longer Life
Do You Have 100 Years to Live? How to Plan for a Centenarian Lifestyle
From retirement plans to managing your health, here are some things to keep in mind to ensure that as we live longer, our later years are healthy, happy and productive. Find out ways to plan for a longer life.
How Teachers Can Boost Retirement Savings
5 Ways Public School Teachers Can Boost Their Retirement Savings
Reach your short and long-term retirement goals by maximizing the savings tools available to you as a teacher and finding creative ways to save even more now. Here are five ways teachers can boost their retirement savings.
Saving for Retirement as a Startup Employee
How to Save For Retirement as a Startup Employee
Working for a startup company or small business often means taking responsibility for your own finances, including retirement planning. Find out a few of the best ways to save for retirement.
How to Plan for Retirement
Planning For Retirement
Retirement can mean different things to different people. Whatever your future holds, one thing is certain – a secure retirement requires thought and careful planning. Start planning for retirement now.
How to Manage Your First Paycheck
What To Do with Your First Paycheck
Your first paycheck is the first step in learning how to manage your money and prepare for your future. Start developing good saving habits.
What You Need to Know about Trust Funds
What You Need to Know About Establishing a Trust Fund
People often associate trusts with the wealthy. But a trust can be an effective financial tool for many people for many reasons. Learn more about trust funds.
An Introduction to Life Insurance
What is Life Insurance? An Introduction
It’s never too early to start thinking about life insurance – get the financial security you and your family need and deserve. Learn more about life insurance.
Conversations About Money
Money Talks Every Couple Should Have
Discussions about money can cause stressful situations and unpleasant arguments between loved ones. Here’s how to talk about money in your relationship.
Financially Prepare for Your First Child
5 Ways to Financially Prepare for Your First Child
There’s a lot to do when you’re expecting a new baby. While it may seem overwhelming to add another item to your to-do list, some smart financial planning now will ensure you’re prepared for the changes that come with having a child. Prioritize these financial tasks.
Tips for Paying Off Credit Card Debt
Take These 4 Steps to Recover from Credit Card Debt
Did you know the average American owes more than $6,000 in credit card debt? Fortunately, a few simple steps can help you make a fresh start and stay debt free. Follow these steps to debt relief.
Tips for Special Needs Families
Planning for the Future – 10 Tips for Special Needs Families
When caring for a child or loved one with special needs, it’s important to understand how you can protect your loved ones and help secure their well-being today and tomorrow. Follow these ten tips for special needs families.