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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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3 Retirement myths for women
Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.
This is your brain on retirement
Human nature, biases and assumptions can make it challenging to prepare for retirement.
How to help protect against market volatility
Diversifying your investment portfolio with whole life insurance and annuities can help protect against market volatility
A retiree’s introduction to volunteering
Retirement can open a whole new range of opportunities to make a difference and have an impact on the world.
How to get your finances ready for retirement
To live the retirement you want you need to plan ahead. Taking these steps may help.
Tax-efficient retirement strategies
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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