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.
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This early financial decision could prove helpful over time.
As our nation ages, many Americans are turning their attention to caring for aging parents.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Explore the growing influence women wield over the economy with this handy infographic.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Make your retirement as exciting as your next vacation.
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Imagine your ideal post-pandemic retirement with this animated video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?