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.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Rightsizing for Retirement
What does your home really cost?
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retirement Redefined
Around the country, attitudes about retirement are shifting.