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.
Rightsizing for Retirement
What does your home really cost?
Have A Question About This Topic?
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?
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
View all articles
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
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 Redefined
Around the country, attitudes about retirement are shifting.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
View all videos
-
Articles
-
Calculators
-
Videos