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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.