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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The 5 retirement investments you should know about
What is financial confidence? Learn more about how your financial confidence is linked to your overall emotional confidence.
How will you pay for health care in 2053?
What is financial confidence? Learn more about how your financial confidence is linked to your overall emotional confidence.
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 […]
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 help protect against market volatility
It’s critical to reduce your investment risk through diversification, especially as you get closer to retirement age.1 Research shows that having sufficient retirement income is a top priority for Americans and that the most confident investors look […]
This is your brain on retirement
The brain is a powerful thing, but when it comes to preparing for something that is far in the distance like retirement, it can easily be led astray — and result in some big retirement […]
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