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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
5 Finance gifts for Mother’s Day
Five great gift ideas to give your mom a financial boost.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
3 Retirement myths for women
Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
How to help protect against market volatility
Diversifying your investment portfolio with whole life insurance and annuities can help protect against market volatility
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Rightsizing for Retirement
What does your home really cost?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.