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.
Rightsizing for Retirement
Investment Strategies for Retirement
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retirement Plan Choices for Small Businesses
Charitable Giving: Smart from the Heart
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first
Split Annuity Strategy
Here’s one strategy that combines two different annuities to generate income and rebuild principal.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Money that Buys Good Health is Never Ill Spent
It’s important to make sure your retirement strategy anticipates health-care expenses.