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 and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
What to Expect in Your First Year of Retirement
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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
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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Rightsizing for Retirement
What does your home really cost?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
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