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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
View all articles 
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
View all calculators
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.