Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Rightsizing for Retirement
What does your home really cost?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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