Retirement | Theme 5

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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18 Years Worth of Days

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

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Timing Your Retirement

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Social Security: By the Numbers

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