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.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Making Sense of the Social Security Fairness Act
The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Make the Most of Your Required Minimum Distributions
RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.
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.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
The Smart Way To Pay Off Student Loans
When it comes to paying off your student loan debt, you may have more options than you realize
Should You Consider a Roth Conversion?
From counteracting portfolio losses to bailing out your heirs, here’s five reasons a Roth conversion might be your best move.
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.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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