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.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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.