Retirement | Jessica Wuerz

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.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Retirement and Quality of Life

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

7 Questions You May Have About Your Retirement

Are you on the brink of retirement or settling into your golden years?

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

Tips for Improving Your Financial Health into Retirement

Here are ten key steps to help improve your financial health and make the most of your retirement years.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

My Retirement Savings

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

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retiring the 4% Rule

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.