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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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 Redefined
Around the country, attitudes about retirement are shifting.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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