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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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.
401(k) vs. IRA: What You Should Know
Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Rightsizing for Retirement
What does your home really cost?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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