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.
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?
Have A Question About This Topic?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
View all articles
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
View all calculators
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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 Redefined
Around the country, attitudes about retirement are shifting.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
View all videos
-
Articles
-
Calculators
-
Videos