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.
Rightsizing for Retirement
What does your home really cost?
Have A Question About This Topic?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Money-Saving Tips for Managing Your Subscriptions
A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
View all articles
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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
View all videos
-
Articles
-
Calculators
-
Videos