Are you closing in on retirement? We have tips, tools and advice that can help you make better choices as you start planning the next chapter in your life.

Estate Planning

Importance of having a will video preview

Video: The importance of having a will.

What is a will? And why should you have one? In this nine-minute video, we answer these questions, as well as what can be incorporated in a will, some things you should consider, and the advantages and disadvantages that come…

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Save for college, save on estate taxes.

As you think about planning your estate, you probably have your loved ones top of mind. If college is part of their plan, a 529 College Savings Plan may be able to help in some unexpected ways. When you contribute…

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Tax Planning

Avoiding an audit.

As the tax filing season approaches its end, many worry about being audited by the Internal Revenue Service (IRS). Historically, less than 1% of Americans will be audited (that figure jumps to 12.5% for those making $1 million or more…

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6 ways to manage taxes in retirement.

People have to make a lot of assumptions when planning for retirement, especially when it comes to estimating taxes. But a simplistic assumption that you’ll be in a lower tax bracket when you retire can lead to problems. To help…

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Health Care

Video: Medicare Advantage Plan vs. Medigap plans.

Medicare, Medicaid, Medigap — understanding healthcare options in retirement can be as confusing as reading a medical chart if you haven’t had the right schooling. Take seven minutes to learn about the different types of coverage and how to fill…

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Video: Health care cost projections.

How much can you expect to spend on healthcare in retirement? In this x-minute video, we look at some current healthcare cost projections for retirees, including a breakdown of 2018 Medicare costs.

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Long-Term Care

Should long-term care insurance be part of my financial plan?

Fall is right around the corner — and that means open enrollment season is almost here, too. When you think about the benefits choices you’ll make this year, is long-term care insurance (LTCI) on your list? Before investing in LTCI on your…

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What women need to know about long-term care.

More than 12 million Americans are expected to need long-term care by 2020 and most of them will be women.1 Why? Because women generally live longer than men. A woman’s average lifespan is about 81 years while a man’s is…

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Preparing for Retirement

What do 401(k) investors want next? An advisor on their side.

Technology has helped make investing easier than ever, but it can be frustrating when you just want to talk to someone about your money. Our research finds that consumers want more than technology: they want a real, human financial advisor…

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boy making choice deciding on best option

Which IRA is better for you: Traditional or Roth?

The 401(k) is an excellent tool for getting started with investing and saving for retirement — but is it enough to sustain you throughout your post-working years? If you’re unsure, you might consider adding an individual retirement account (IRA) to…

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