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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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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.

Who Is Your Trusted Contact?

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

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

How Will Working Affect Social Security Benefits?

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

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

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The Power of 401k Catch-Ups

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

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.

Simple 401k

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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.

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Top 5 Things to Tell Your Financial Pro

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

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?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Dreaming Up an Active Retirement

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

Retirement Plan Detectives

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

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