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.

The Long Run: Women and Retirement
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

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

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Have you taken these key estate planning steps?

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Gen Xers: 5 ways to prepare for retirement today

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

Tax-efficient retirement strategies

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

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A Fruitful Retirement: Social Security Benefit

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement and Quality of Life

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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