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.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retiring the 4% Rule

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

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

Your Changing Definition of Risk in Retirement

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

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

Using Liquidity in Retirement To Beat Inflation

While inflation can increase the risk of a down market early in retirement, you might have some options.

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Retiring the 4% Rule

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Risk Tolerance: What’s Your Style?

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Articles

President Biden’s Proposed Tax Changes

While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

The Big Raise from Social Security

In 2023, retirees will see the largest jump in their cost-of-living increases in more than 40 years.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Videos

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable 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.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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?

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