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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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.
New Ways to Give in a New Phase of Life
Want to give back without giving up your retirement? Discover new ways to give back in retirement.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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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.
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.
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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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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