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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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This early financial decision could prove helpful over time.
Explore the growing influence women wield over the economy with this handy infographic.
This checklist can give you a quick snapshot of how prepared you are.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Around the country, attitudes about retirement are shifting.
This short video illustrates the importance of understanding sequence of returns risk.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Here are five facts about Social Security that might surprise you.