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.

Featured Video

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 Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

• Articles

  The Big Raise from Social Security

  In 2023, retirees will see the largest jump in their cost-of-living increases in more than 40 years.

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  Pay to Play: Planning for Your Child’s Activities

  Make sure your budget is in line with your – and your child’s – expectations and level of interest.

  Caring for Elderly Parents

  It’s important to plan for your parents just as much as your children. Here’s how to prepare to care for an aging parent.

  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.

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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• Calculators

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

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• Videos

  How to Bake a Pie-R-A

  Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

  RE: Retirement

  How does your ideal retirement differ from reality, and what can we do to better align the two?

  18 Years’ Worth of Days

  The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

  Retiring the 4% Rule

  A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

  Rightsizing for Retirement

  What does your home really cost?

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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