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

Retiring the 4% Rule

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Rightsizing for Retirement

What does your home really cost?

• Articles

  Preparing for Risks at Every Stage of Life

  A guide to protecting your assets, from starting your career to retirement.

  Catch-Up Contributions

  Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

  In the Markets Now: Attention, Please

  With a buffet of information at our finger tips, what are the biggest risks to investors reaching their long-term goals?

  Small Change

  Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

  Making Sense of the Social Security Fairness Act

  The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?

  Dear Reader

  Mike Antonelli shares a list of things he believes about the world.

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• Calculators

  My Retirement Savings

  See how your current savings rate and contributions may grow into retirement income.

  Emergency Fund Calculator

  Find out how large your emergency fund should be based on your monthly expenses.

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• Videos

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  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.

  Retirement Plan Detectives

  Watch this fun video for tips on how to search for missing money.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

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