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.
For women, retirement strategy is a long race. It’s helpful to know the route.
Have A Question About This Topic?
This checklist can give you a quick snapshot of how prepared you are.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
This short video illustrates the importance of understanding sequence of returns risk.