Retirement
Resources for saving for retirement, staying on track and nearing retirement.
Resources
Saving for Retirement
No Regrets Retirement
How ready clients are for retirement often depends on their finances today. Budgeting strategies can help them stay on track.
Retirement Savings: What's Holding You Back?
Help clients learn the importance of contributing to their workplace retirement plan.
Trim Down Dining Expenses
Clients can see how to cut every day costs to free up money to save in their retirement plans.
Hope Is Not a Strategy
Many people hope they're saving enough for retirement. Help clients go from "hoping" so to planning to have enough.
Develop Your Retirement Savings Portfolio
Use this flyer to help your clients understand the investment options available for a balanced retirement portfolio.
IRAs Can Help You Reach Your Retirement Goals
Compare the benefits between the Traditional and Roth IRA and help clients decide which type of IRA is right for them
Staying on Track
Recipes for a Healthy Portfolio
A proper asset allocation can potentially give clients a better chance at retirement success.
Slow to Start Saving for Retirement?
Whether your clients got a late start or just haven’t been saving enough, here are some ideas to help them make up for lost time.
Life Happens
When life changes occur, clients need to stay focused on the future. Share tips to help them keep their retirement savings on track.
Saving Enough for Retirement?
Help your clients review their savings at key checkpoints in life to identify and overcome possible gaps.
Nearing or In Retirement
After Your Last Paycheck, Taxes Don't Retire
Find tips and facts about the third largest expense in retirement.
Will Health Care Costs Break Your Retirement?
Participants nearing or in retirement need to consider future health care costs. Review facts and tips for planning for this major expense.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
"Financial FYI" is a registered mark of American Century Proprietary Holdings, Inc.