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.

Planning your legacy

Planning your legacy

Legacy planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How much monthly income do you need to retire?

Don't think of retirement in just a number, think of it in terms of monthly income.

How to help protect against market volatility

Diversifying your investment portfolio with whole life insurance and annuities can help protect against market volatility

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The 5 retirement investments you should know about

Learn the basics of investing for your retirement with this glossary.

Are your parents prepared for retirement

Have you talked with your parents about their plans for retirement?

Have you taken these key estate planning steps?

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

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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.

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.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Rightsizing for Retirement

What does your home really cost?

Timing Your Retirement

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

A Fruitful Retirement: Social Security Benefit

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

Retiring the 4% Rule

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

Social Security: By the Numbers

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

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