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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18 Years Worth of Days

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

How to Give Generously Without Derailing Your Goals

Generosity and retirement both matter. Here's how to support the people you love without losing sight of your own goals.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Preserving the Value of Your Retirement Plan

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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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.

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

IRA Income

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

The Power of 401k Catch-Ups

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

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.