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.

Featured 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.

Dreaming Up an Active Retirement

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

Social Security Benefits: How Much Will I Receive

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

RE: Retirement

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

• Articles

  Choices for Your 401(k) at a Former Employer

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

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

  Retirement Realities

  Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

  9 Facts About Social Security

  There are things about Social Security that might surprise you.

  Money that Buys Good Health is Never Ill Spent

  It's important to make sure your retirement strategy anticipates health-care expenses.

  Should You Borrow from Your 401(k)?

  Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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• Calculators

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

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• Videos

  Should You Tap Retirement Savings to Fund College?

  There are three things to consider before dipping into retirement savings to pay for college.

  Dreaming Up an Active Retirement

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

  Leaving Your Lasting Legacy

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

  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?

  Retiring in a Post-Pandemic World

  Imagine your ideal post-pandemic retirement with this animated video.

  A Bucket Plan to Go with Your Bucket List

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

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