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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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The Long Run: Women and Retirement

The Long Run: Women and Retirement

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

Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

How to Keep Your Retirement Savings Working for You

Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.

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.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Inflation & Retirement

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Emergency Fund Calculator

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

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.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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