Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Rightsizing for Retirement
What does your home really cost?
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
A change in your mindset during retirement may drive changes to your portfolio.
Explore the growing influence women wield over the economy with this handy infographic.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Make your retirement as exciting as your next vacation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?
For women, retirement strategy is a long race. It’s helpful to know the route.