
Retirement
A successful, financially confident retirement takes careful planning and good financial habits.
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How to consider inflation into your retirement strategy
How will inflation impact your retirement? Learn how to factor inflation into your long-term financial strategy.
Create a Plan for Your Unique Retirement
Planning for retirement means something different for each one of us. Consider how to begin bringing your vision to life by answering six discovery questions here.
Your Retirement Reality
The key to retirement? Guaranteed income. Find out more.
Pros and cons of early retirement
Are you ready to take the dive into an early retirement? Early retirement may be as young as age 55. A healthy savings portfolio and debt-free living can potentially give you a solid retirement platform. […]
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Have you taken these key estate planning steps?
Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.
How to manage your retirement income concerns
Worried whether your money will run out during retirement? Five ways to strategize so you have enough income to live confidently in retirement.
Imagine your life with guaranteed income
This may seem like an unusual way to plan for your financial future but give it a try: sit down and take a slow, deep breath. Let your shoulders relax and your mind grow calmer. […]
Using fresh starts to jumpstart your retirement savings
Identify the next fresh start in your life and use this SMART worksheet to outline how you can use it to kickstart your retirement goals.
How to make charitable giving a lifelong pursuit
Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too. Supporting a cause you believe in can generate tax benefits, boost personal happiness and may even […]
How can you have guaranteed income in retirement?
Some economists point to annuities as “the most efficient way to create income in retirement,”1 but what is an annuity exactly? In the simplest terms, an annuity is a contract between you and an insurance […]
Don’t let bad financial habits haunt your retirement
It’s human nature to fall into habits. Some habits can make life better, like exercising, creating and following a spending plan, or calling Mom every Sunday. But bad habits, like shopping when you’re bored or […]
Planning your legacy
Planning. We all know we should do it. Indeed, we all do it much of the time to some degree. We plan dinners. We plan parties. We plan vacations. Legacy or estate planning is our […]
A retiree’s introduction to volunteering
The Baby Boom generation wanted to change the world. Though their ideals may have been buried beneath the baggage of growing up—careers, mortgages and raising children, they were never discarded. Retirement for many Baby Boomers […]
How to consider inflation into your retirement strategy
How will inflation impact your retirement? Learn how to factor inflation into your long-term financial strategy.
How will you be remembered?
Did you know that memory and memorial share the same root word? For Memorial Day, which honors fallen veterans, and all other days, it may be a good time to think about how you are […]
Financial Hacks for Millennials: It is Prime Time to Save
If you were born between 1981 and 1996, you’re now likely moving into your prime earning years. The late 20’s through early 40’s bring a busy, exciting phase of life. In many cases, you’re building […]
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