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.

Featured Video

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

• Articles

  Healthcare Costs That Catch Retirees Off Guard

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

  Retirement Strategy After a Job Loss

  Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

  6 Ways to Stay Ahead of Rising Retirement Costs

  From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

  Money-Saving Tips for Managing Your Subscriptions

  A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

  Navigating Retirement Pitfalls

  Why are they made again and again? Making sense of these errors in judgment.

  The Cost of Procrastination

  Don't let procrastination keep you from pursuing your financial dreams and goals.

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• Calculators

  Simple 401k

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

  Annuity Comparison

  Compare annuity options to see how each one could affect your long-term income outlook.

  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

  Inflation & Retirement

  See how inflation over time could affect the purchasing power of your retirement income.

  The Power of 401k Catch-Ups

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

  Emergency Fund Calculator

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

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• Videos

  The Long Run: Women and Retirement

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

  18 Years Worth of Days

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

  A Bucket Plan to Go with Your Bucket List

  A bucket plan can help you be better prepared for a comfortable retirement.

  Retirement Accounts When You Change Your Job

  This video explores what to do with retirement accounts when you move on from your job.

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

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