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.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Have A Question About This Topic?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Rightsizing for Retirement
What does your home really cost?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
5 Habits to Adapt Your Financial Strategy For Retirement
Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
5 Reasons to Invest in Your 401(k)
Did you know that your savings can compound over time?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
View all articles
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
View all videos
-
Articles
-
Calculators
-
Videos