If a catfisher drops you an enticing line, trust your instincts. You already know about phishing —emails that appear to be from reputable companies but are designed to trick you into revealing sensitive data, such as passwordsand credit card numbers….
What is Full Retirement Age, or “FRA”? How do you decide when to claim Social Security? Learn how longevity may affect your decision, and review the pros and cons of claiming before your FRA in this nine-minute video.
In this video, learn about each of the legs of the traditional “three-legged stool” for retirement income: employer pensions, Social Security, and personal savings and investments. We provide an overview of the three pillars along with the most important considerations…
Once you’ve determined your expected income and expenses in retirement, you may find that you won’t have enough income to meet your needs and goals. Closing this difference, or “gap,” is an important part of your retirement income plan.
This 11-minute video discusses the key considerations for the various sources of income you may have in retirement, including social security, pensions and personal savings.
In this eight-minute video, we discuss some of the major factors you’ll need to consider when determining your target retirement income, including risks associated with inflation, longevity, and taxes.
This short video digs into the first step of the retirement income planning process: determining the amount of income you’ll need in retirement.
Take nine minutes to explore the five-step process behind retirement income planning, from income and gap analysis to retirement savings.
It’s no secret that a significant number of marriages end in divorce. Couples over the age of 50 in particular are experiencing higher rates of divorce, with their numbers doubling between 1990 and 2014. People aged 50 or older made…
Do you behave the same way you did 20 years ago? Are your spending habits the same? What about your saving behavior and income? If the absurdity of those questions made you laugh, you’re like a lot of Americans whose…