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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Have A Question About This Topic?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
View all articles
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
View all calculators
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
View all videos
-
Articles
-
Calculators
-
Videos
