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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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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