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.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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