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.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.