Do you see retirement as having more time to relax or as an opportunity to try new things? These resources can help you explore some of the most important considerations in retirement, from managing your money to maintaining your health and well-being.

Retirement Distribution

Video: 3-legged income stool.

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…


Is your retirement income strategy dependable?

Whether or not you’ve been good about saving for retirement, have you started thinking about how you’ll manage your money once you get there? How you handle your income in retirement can be just as important, if not more so,…


Social Security Optimization

Video: Facts for filing Social Security.

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.


How divorce affects Social Security benefits.

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…


Being in Retirement

Video: Retirement income planning process. Step 4: Identify the income gap.

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.


Video: Retirement income planning process. Step 3: Total income.

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.