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.

 
 
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

 

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Rightsizing for Retirement

What does your home really cost?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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