Make the most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
- How to optimize Social Security for your situation
- Why timing is so important when it comes to your benefits
- Ways to supplement your Social Security income
Will a Recession Rob Your Retirement?
4 things to address to help ensure you can weather a drop in the market. This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:
- How to decide how much of your savings should be invested in the market.
- A simple calculation to help determine whether you've saved enough to retire.
- Alternative methods to create income without relying on a volatile stock market.
Wondering How to Create Income in Retirement?
Do you believe these 5 annuity myths? In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:
- Annuities make accessing money impossible.
- Annuities are too complicated to understand.
- Savings are enough — why an annuity?
Take Charge of Your Taxes: Knowledge You Need for Proactive Planning
Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:
- How inflation could affect your tax bill.
- Why proactive planning can help give you financial confidence.
- How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy.
Inflation and Your Retirement
Have you considered inflation’s impact on your retirement? Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:
- What causes inflation?
- Is my retirement at risk?
- Why is the rate of inflation rising?
Will Your Money Last as Long as You Do?
Will your money last as long as you do? Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
- Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
- Read how much the average person spends on health care today. (You might be surprised at the number!)
- Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?