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.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Tax and Investment Strategies: A Retirement Savings Roadmap
These six strategies can help drive the implementation of a robust, comprehensive retirement plan.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Planning for the Three Stages of Retirement
Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.