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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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

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

Preparation is the Key to 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.

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

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.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Balancing Family Giving and Retirement Planning

Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.

Why Medicare Should Be Part of Your Retirement Strategy

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

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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My Retirement Savings

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

The Power of 401k Catch-Ups

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

IRA Income

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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.

Emergency Fund Calculator

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

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Top 5 Things to Tell Your Financial Pro

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

Retirement Plan Detectives

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

Timing Your Retirement

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

The Long Run: Women and Retirement

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Preparation is the Key to Retirement

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

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