Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
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.
Rightsizing for Retirement
What does your home really cost?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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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).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Rightsizing for Retirement
What does your home really cost?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.