Preparing for Retirement

Retirement Planning Guide

Having a retirement free from money woes isn’t necessarily about being a millionaire, but rather using the assets you do have wisely and proactively. By identifying what you can control and focusing on that, you can put yourself in better position to have a retirement that allows you to achieve your goals. Download Now

Money Management

If you haven’t done so already, check out our Managing Money Resources, where you’ll find tools and information to help you get out of debt and get on the road to financial success.

Retirement Withdrawal: What’s a Safe Number?

For quite a while, the standard advice was to take 4% out of your total retirement nest egg every year to have enough money for a comfortable lifestyle in your golden years. There was strong logic behind that number; a mixture of 60% of your money in stocks and 40% in bonds has historically been a very safe bet to return greater than 4% over any 30-year period. As long as you adjust your withdrawal for inflation periodically, you should be fine. Or are you? Read More…

Creating A Retirement Budget That Works

If you’re nearing retirement, many decisions are coming your way, from where you’ll live to how you’ll fill your suddenly idle hours. One of the most critical retirement decisions involves your finances. Read More…

Get More Retirement Resources

We’ve partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education and resources to help with your fiscal matters. Check out more Retirement Resources.