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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Retiring the 4% Rule

Retiring the 4% Rule

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

How can I be a confident spender in retirement?

How can I be a confident spender in retirement?

Learn more about key strategies for spending confidently in retirement.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to manage your retirement income concerns

Five ways to strategize so you have enough income to live confidently in retirement.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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.

How to make charitable giving a lifelong pursuit

Giving is good for the recipient – and the giver.

Is it too late to plan for retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

Supplementing retirement income with whole life

Whole Life insurance can add to your retirement income and allow you to live confidently.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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.

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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.

Social Security: By the Numbers

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

A Fruitful Retirement: Social Security Benefit

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

Leaving Your Lasting Legacy

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

Rightsizing for Retirement

What does your home really cost?

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