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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Retirement Savings in Three Phases of Retirement
It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.
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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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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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.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.