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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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
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?
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