Plan for Retirement

Tackle retirement planning in your family including the needs of your parents, children and yourself. Explore practical steps for multigenerational planning, conversations and build long-term goals.

Discover why annuities are an important tool for women, especially single women planning for long-lasting retirement income. Learn how annuities work and fit into a diversified financial strategy.

Picturing your future self may lead to decisions that can pay off later. Here are creative strategies to help prepare for the retirement you imagine.

Map your journey to a remarkable retirement by creating a plan that helps support your lifestyle, income needs and long-term peace of mind.

Learn 5 financial do-overs retirees would make if they could turn back the clock and helpful insights into shaping your own retirement strategy.      

You’ve been building your nest egg for years, but does your strategy still meet your goals? Here’s why you may want to check in on your retirement plan.

Discover practical ways to create financial resolutions that stick and adopt healthy money habits that help keep your goals on track.

Discover 3 options besides a 401(k) that could help you save for the future and improve your retirement readiness. 

Watch out for these sneaky expenses that can quietly drain your wallet and learn simple tips to help protect your financial goals.

Adding an annuity to a retirement savings strategy can help protect your savings, provide guaranteed income and bring greater financial security to your retirement.  

Adding a registered index-linked annuity (RILA) to a retirement plan can help protect savings from market risk while boosting growth potential so you can retire your way.

Working with a financial professional to create a personalized retirement income strategy can help turn Sandwich Generation stress into stability.

Caring for others starts with caring for yourself. Discover 6 tips for staying balanced and maintaining your well-being. 

Adding an annuity to an income plan in your 40s and 50s can be a strategic move, offering potential benefits well before retirement.

Divorce after 50 often requires a close review of your finances to help keep retirement and future goals on track.

Learn how marriage can affect Social Security benefits and ways to choose the claiming strategy that best meets your needs.

Our new research reveals how their feelings toward the pressures of saving money, caring for multiple generations and planning for retirement have shifted.

Learn what you may be able to expect from Social Security and possible options for helping fill in the gaps.

Small steps and actions now can add up to financial security later. Here’s how to help ensure you’re taking care of yourself now and in the future.  

Being proactive can help you navigate the twists and turns of retirement with greater resilience.

Building an emergency fund tailored to your unique needs and budget can help provide greater financial confidence in times of uncertainty.

Here’s a step-by-step approach to building a budget that can work for you and your financial goals. 

Learn why RILAs and VAs are sometimes misunderstood and how to decide if a RILA or VA is right for you.

Understanding common misconceptions can help you determine if a fixed indexed annuity is right for you.

Women face unique challenges planning for retirement. Learn how to help overcome them and ensure you’ll have the income you need to live the kind of retirement you want.

New research shows women benefit from working with a financial professional on their retirement plans. Use these tips to find a financial professional that fits your strategy.

Get the answers to some of the most common questions pre-retirees have about Medicare to help decide when the right time is to enroll for coverage.

Use these 4 tips to get everyone on your list something they’ll love while staying within your budget.

Five people at various stages of life share how they’re managing risk and taking steps to fulfill their retirement goals and dreams.

Women can face unique hurdles when planning for retirement. Try these 4 steps to clear the way for creating a more secure financial future.

If you have adult children starting their first post-college job, here are a few tips they can keep in mind. 

Many 65-year-olds may live into their 80s or longer. Check out these strategies to help make sure your money lasts as long as you do.

Learn how age, taxes, inflation and earnings can affect the Social Security benefit amount a person could receive at retirement.

Here’s why more women are living with a roommate in their retirement years.

Not sure where to start when choosing a financial professional? Here are 5 tips to help make the process easier. 

Many people stop working without knowing what to expect or if they’ll like the lifestyle. Use these 4 tips to test-drive retirement and take a quiz to help find your path to happiness. 

Thinking about your financial resolutions? Meet with your financial professional and consider all the retirement options available to you.

Six steps to help you plan, budget and button down your retirement income before starting your next big chapter. 

Is Social Security part of your retirement income plan? Know these 3 things before deciding when to start collecting benefits. 

Consider these tips to help cover your health care costs in retirement, whether you retire before age 65 or after.  

Saving up and setting the date may be the first steps toward a happy retirement, but here’s what’s next. Discover 4 shared habits of happy retirees and how to make them yours.

Finding the answers to key questions can help you create a financial plan that will turn your retirement dreams into reality.

It may be the right mix of risk and return potential to supplement your retirement plan.

Is a FIA right for your situation? Learn how a fixed indexed annuity can offer tax-deferred growth potential, protection from market loss and guaranteed income.

Four mental roadblocks that can affect retirement planning

If you love your home and plan to stay put throughout retirement, it may require a few renovations. Here’s a list of updates to help make your house future ready.

What do you want more of in retirement? Take a quiz to help find your personal path to happiness so you can retire to your best life.

Claiming Social Security benefits can be complicated and may be more complex if you’re divorced. Learn how and when to factor a former spouse’s earnings into your benefit claim.

Three steps to gaining peace of mind and staying on track for the future.

Ring in the New Year with resolutions that will help you reach your retirement goals.

Discover what makes you truly happy and then create a financial plan that can support those goals.

Discover the key differences between the sexes when it comes to retirement planning.

There are other ways to manage loss of income than by tapping into your retirement savings.

Learn how you can take advantage of 401(k) catch-up rules.

Learn how your solo status could make you eligible for bigger savings.

How to stay on track through changes and effectively secure your financial future. 

If you're considering a second-act career, this social network can be the key to unlocking new opportunities.

Pairing up income sources and uses can help you cover expenses over the long haul.

Simple ideas that can help you add a little more money to your budget.

How liquid assets fit into your retirement plan.

A relationship expert shares her best tips for living happily together in retirement. 

Experts reveal why it’s so important to retire your credit card debt before you retire from your job. 

How to stand out in today's job market.

Have you planned for the surprising expenses most retirees don't budget for?

How you can generate big savings without exposing yourself to too much risk.

Find answers to common RMD questions and get the latest updates for managing your distributions.

Making your last payment before leaving the workforce may not be the smartest move for every retiree.

Slash your cooling costs and reduce your water bills with these simple tips.

What to do when you have to leave the workforce sooner than you planned.

Four financial steps you can take right now that will pay off in the long run.

Retirement planning may be the secret to ensure that you and your spouse will be happy for years to come.

Research reveals that today’s retirees are living the life.

Are you 10, five, or just one year away from becoming a retiree? Here’s what you can do today to be ready for retirement.

You may be able to retire sooner if you are willing to reduce your monthly expenses.

There are a lot of decisions in retirement, including where to live. Research the possibilities and loop in your financial professional so you can find the best fit and retire your way.

Dodge these common pitfalls and you can be confident you’ll have what you need to live the lifestyle you want.

There are steps you can take (even before retirement) to put yourself on the path to better health.