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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.

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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Introducing the 530A Accounts

An article explaining 530A Accounts.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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