Retirement

There’s an alarming difference between perception and reality for current and future retirees. Social Security: Retirement’s main source of income or monthly bonus? You decide. #SocialSecurity

Why are 401(k) plans, annuities, and IRAs so popular? Deferring taxes can be a powerful investment decision. Take a minute and learn more.

Here are five facts about Social Security that might surprise you. Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

Around the country, attitudes about retirement are shifting. What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear

Are you ready for retirement? Here are five words you should consider.

Tip: Retiring Older. During the past year, one survey found 13% of workers now plan to retire later than they previously expected. Source: Employee Benefit Research Institute, 2015 For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: SOCIAL SECURITY Social Security is the

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.¹ And some have rolled out offerings as part of their retirement programs. As the name implies, Roth 401(k) plans combine

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high.¹ Does

Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals.¹ However, as a retiree, how you choose to live in retirement may be an additional