Planning For Retirement

To be financially comfortable in retirement, the general rule of the thumb is that you’ll need approximately 80% of your annual pre-retirement income. Spending in retirement is a mixed bag. You can get by on less because some monthly expensesREAD MORE

Key Takeaways: This year, eligible employees can save even more for retirement as part of a change within the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, also known as the super catch-up 401(k) contribution. Learn more aboutREAD MORE

Life is full of uncertainties. As you begin your career journey and progress through adulthood, you may have some thoughts or anxieties about what would happen if you were to become sick or injured. If your condition makes it soREAD MORE

Social Security retirement benefits are a cornerstone of many retirement plans. The monthly payments are dependable, continue for life, and adjust with inflation, thanks to cost-of-living increases. For people who expect to live a long life, that inflation-protected lifetime incomeREAD MORE

For most pre-retirees, planning for retirement includes deciding when to begin receiving a monthly benefit from Social Security. However, lately there has been a lot of news questioning the ability of the Social Security Administration to pay out these benefitsREAD MORE