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Retirement Planning

Your Social Security questions answered

June 1, 2021

If you have wondered when you should start taking Social Security, you aren’t alone. Between rumors that the benefit could disappear before you retire and questions about when you can claim it, confusion is common. The key is to keep asking questions while making a plan that works for you.

4 ways to help reduce risk in your retirement strategy

May 26, 2021

Great news: You’ve got a whole lot of living to do. Americans in their 40s and 50s can now expect to live well into their mid-80s, according to the Social Security Administration. But does the prospect of great longevity have you worried about the cost of living comfortably, giving generously and providing a legacy 20 or 30 years from now? If so, you’re on the right track to for planning for a retirement that addresses risk head-on.

How to help make sure you're saving enough for retirement

April 16, 2021

Sure, it’s important to save for retirement. But other major priorities, such as your kids’ private school, or a big wedding to plan, could throw you off course. So now that you’ve been at it for a while and have grappled with all kinds of expenses, you may be thinking, “Will I have enough to live the retirement I’ve planned?” If you’re willing to make some changes and a few sacrifices here and there, you’ll find that retirement doesn’t need to be an either/or proposition.

What to do with your 401(k) when you're leaving your job

March 3, 2021

An estimated 16 million Americans who've left their jobs have also abandoned retirement-account assets, usually because it was a relatively small amount they simply forgot. Does that seem incredible? Perhaps. However, if you suddenly become unemployed, you too may find yourself way more focused on the job hunt than your retirement savings sitting with your former employer. Consider focusing on both your next career move and a revised 401(k) strategy, so you can maintain your short- and long-term financial goals.