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.
Here are five facts about Social Security that might surprise you.
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Here's one strategy that combines two different annuities to generate income and rebuild principal.
This early financial decision could prove helpful over time.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This investment account question is vital and answered as early as possible.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn about what risk tolerance really means in this helpful and insightful video.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Around the country, attitudes about retirement are shifting.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?