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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Diversifying your investment portfolio with whole life insurance and annuities can help protect against market volatility
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Legacy planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.
A look at the new, record-high retirement contribution limits from the IRS.
Retirement choices can be intimidating. Picking the right strategy.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
When should you take your Social Security benefit?
Around the country, attitudes about retirement are shifting.
For women, retirement strategy is a long race. It’s helpful to know the route.
This video discusses issues related to your retirement accounts when you move on from your job.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What does your home really cost?