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.
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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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How Do You Know When To Retire?
Before you hang it up for good, ask yourself these 7 questions.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
"I'm Not Getting Older - I'm Getting Better!"
Why turning a blind eye to aging risks your financial well-being – and what to do about it.
Making Sense of the Social Security Fairness Act
The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
IRMAA Explained: How It Impacts Medicare Premiums
Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Rightsizing for Retirement
What does your home really cost?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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