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.
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As the decision to retire approaches, you’ll find the choice of when to retire is rarely black and white.
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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.
The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn about what risk tolerance really means in this helpful and insightful video.
What does your home really cost?
Imagine your ideal post-pandemic retirement with this animated video.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Taking your Social Security benefits at the right time may help maximize your benefit.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.