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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Navigating the Risks of Retiring in a Bear Market
A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.
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.
The Three Tests of a Roth Conversion
Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.
Ten Financial Resolutions for Young Adults
Now that you’re out of your parents’ house and on your own, here’s how to build a solid financial footing for yourself.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Making Sense of the Social Security Fairness Act
The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?
The ABCs of HSAs
With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rightsizing for Retirement
What does your home really cost?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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