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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Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Make the Most of Retirement Without Losing Sight of the Plan

Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.

How to Make Your Retirement Go Further as Costs Rise

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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Emergency Fund Calculator

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

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.

IRA Income

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

The Power of 401k Catch-Ups

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

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

Inflation & Retirement

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

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Timing Your Retirement

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

Top 5 Things to Tell Your Financial Pro

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

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