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.
Rightsizing for Retirement
What does your home really cost?
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Tax-efficient retirement strategies
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes.
Planning your legacy
Legacy planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.
How to get your finances ready for retirement
To live the retirement you want you need to plan ahead. Taking these steps may help.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
3 Retirement myths for women
Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.
Supplementing retirement income with whole life
Whole Life insurance can add to your retirement income and allow you to live confidently.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Rightsizing for Retirement
What does your home really cost?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.