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.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
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.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Make the Most of Retirement Without Losing Sight of the Plan
Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?