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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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