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.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Have A Question About This Topic?

Perception vs. Reality

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

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.

Retirement Plan Detectives

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

"I'm Not Getting Older - I'm Getting Better!"

Why turning a blind eye to aging risks your financial well-being – and what to do about it.

Protecting the Nest Egg After You're on Your Own

How divorce or the death of a spouse affects a woman’s 401(k), Social Security, and other sources of retirement income.

5 Employment Benefits You Might Be Overlooking

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

All That Matters: A Holiday Special

Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.

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.

View all articles

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Risk Tolerance: What’s Your Style?

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

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.

View all videos

Articles

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

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.

Getting the Most for Your Business

It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

View all articles
Videos

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

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

The Long Run: Women and Retirement

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

Retirement Plan Detectives

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

View all videos