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.

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Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Imagine your life with guaranteed income

Imagine your life with guaranteed income

If you had guaranteed income, how would you spend your days? An annuity offers the opportunity to find out.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

How to avoid accidentally disinheriting your spouse

Make sure you are reviewing your will to ensure your spouse isn't unintentionally disinherited.

Whole life insurance: part of a tax diversification strategy

This is the best and simplest strategy that can make your retirement go a long way.

How to consider inflation into your retirement strategy

How will inflation impact your retirement? Learn how to factor inflation into your long-term financial strategy.

5 steps to grow retirement confidence in the Hispanic commun

5 Steps to Boost Hispanic Household Wealth

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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.

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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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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