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 Redefined
Around the country, attitudes about retirement are shifting.
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New Retirement Contribution Limits for 2024
A look at the new, record-high retirement contribution limits from the IRS.
Planning your legacy
Legacy planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.
A retiree’s introduction to volunteering
Retirement can open a whole new range of opportunities to make a difference and have an impact on the world.
5 Finance gifts for Mother’s Day
Five great gift ideas to give your mom a financial boost.
How to help protect against market volatility
Diversifying your investment portfolio with whole life insurance and annuities can help protect against market volatility
Don’t get burnt with FIRE
FIRE method encourages aggressive saving to retire by age 40. But there may be a better approach.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.