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

Rightsizing for Retirement

What does your home really cost?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

How does an annuity work?

Five things to consider before adding an annuity to your retirement income plan.

A Fruitful Retirement: Social Security Benefit

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

• Articles

  Your Changing Definition of Risk in Retirement

  A change in your mindset during retirement may drive changes to your portfolio.

  Retirement, redefined: When work becomes optional

  Retirement is evolving into something more flexible, more personal, and more intentional.

  Have you taken these key estate planning steps?

  To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

  How to consider inflation into your retirement strategy

  How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

  Gen Xers: 5 ways to prepare for retirement today

  Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

  Why annuities are in demand

  A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

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• Videos

  Retirement Accounts When You Change Your Job

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

  Timing Your Retirement

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

  Leaving Your Lasting Legacy

  Want to do more with your wealth? You might want to consider creating a charitable foundation.

  What You Need to Know About Social Security

  Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

  Working With A Financial Professional

  A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

  Risk Tolerance: What’s Your Style?

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

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