Start your application now and choose your investments.
Learn how auto enrollment can be a good thing for workers but also provide tax benefits and other advantages for employers.
October 2021
The FIRE (Financial Independence, Retire Early) movement has gained momentum around younger investors, but this strategy can benefit those closer to retirement, too.
December 2021
Hear Financial Consultants Tony Marquez, CFP® and Chris Goodwin as they walk through different scenarios for claiming, filing early or late, working while claiming social security and more.
August 2021
You're thinking ahead and saving up for retirement. But are some common myths sabotaging your planning efforts?
Does it ever make sense to claim your Social Security benefits early? Learn some possible reasons to consider claiming sooner.
Should you choose a target-date fund for your retirement plan investments? Find out if it’s a good idea for you and how to choose the right one.
Are you saving enough money for retirement? Find out how much you need to save to make sure you have enough to support yourself when you retire.
July 2021
What exactly is longevity risk? Learn why it's a concern to retirees and pre-retirees and how to help effectively manage it.
If you're retired or close to it, you may be worried about the market. Learn about lower-risk places to keep your retirement money.
Need to know more about social security? Here are answers to five common questions about filing for social security benefits.
The pandemic caused a lot of people to pause retirement contributions or borrow from their 401(k) and IRAs. Here's how you can catch up on your goals.
June 2021
Hear strategies to help overcome risks to your savings and for building a retirement portfolio. Plus, you’ll hear actionable steps to help create your plan.
How should you save for retirement in your 40s and 50s? Learn tips and strategic moves like paying down high-interest debts.
How can people in their 50s and 60s invest their retirement money in a way that may help with risk now that they're closer to finally retiring?
Looking to make some money to supplement your retirement savings? Learn some easy ways retirees can earn additional income, including part-time jobs.
May 2021
It's hard to find the time to plan for retirement when you're a busy small business owner—but it's important to do. Learn your options and plan ahead.
As a small business owner, you don’t get a 401(k) or other retirement account from an employer. So what kind of retirement plan options do you have?
It can be hard to save and budget for retirement when your income changes from month to month. Learn how to build a strategy that allows you to save.
April 2021
IRAs and 401(k) plans are great retirement accounts, but did you know that your HSA makes a great retirement tool too? Learn how they work.
Once you turn 72, you'll need to take an annual RMD from your retirement accounts. What can you do with the money if you don't need it?
What is a SEP IRA or a SIMPLE IRA? Learn the differences between the two to decide which one is right for your small business, you and your employees.
Get details about the scope of the emergency relief package, with specifics about how it impacts your retirement accounts.
August 2020
So you've maxed out your 401(k) or employer retirement plan—where do you go next? Learn how to make the most of your money with these smart options.
February 2021
As the main health insurance for retirees, see what’s covered under Original Medicare for hospital, medical and drugs.
December 2020
Under Medicare Part C, enrollees can choose from private plans. Learn more about costs and coverage.
Why not give yourself a gift for the future this year by saving in a new or existing Individual Retirement Account (IRA)?
November 2020
It’d be nice if you could wave a wand and get answers you need for retirement. But who has one of those? Instead, use our M-A-G-I-C Plan to help you prepare for the future.
The transition from saving to spending in retirement can raise a few questions. Get the answers to what you should know before you cross into retirement.
It's tempting to cash out your retirement savings when you need money, but there are penalties and tax factors to consider, plus lost growth.
Retirement is a series of transitions. Explore the stages and things you may want to consider for your finances and wellbeing.
September 2020
The countdown is on to get your taxes in order—and make your final IRA contributions.
March 2021
You may need to budget for additional expenses with new changes to Medicare for 2021, with increases in premiums, deductibles and co-payments.
January 2021
Higher benefits and maximums offer a mixed outlook. Review our top five 2021 changes.
Some investors have a big, round number as a target for retirement. But how do you know it will be enough to live comfortably?
July 2017
Forget something when you left your last job? Find out if your old retirement money needs a new home.
July 2018
When it’s time to stop working, don’t retire your budget too. A good budget plays a critical role in helping you cover expenses in retirement.
Learn how to turn your retirement savings into steady income after you stop working, including withdrawal strategies to help make your money last.
How do you know when you're ready to retire? Take our quiz to see if you’re close to being ready to retire or if you still need to save more.
Travel, more time, same lifestyle or better? Our expectations may differ from the experiences of current retirees. How to manage expectations for your future.
How much should you have saved for retirement by any given age? We’ve got smart retirement tips, goals and checkpoints for any age and income level.
The SECURE Act is here. Find out what the new rules mean for you—and your employees.
February 2020
Now that some major retirement rules have changed, how does your own plan hold up? Here's what to look for.
January 2020
Families should (but don’t) share financial plans. Here’s why.
April 2020
Whether you’re a full-timer, gig worker or both, you can be the boss of your own retirement. Here’s what to know when choosing a retirement plan.
September 2019
Diversification and consolidation may sound like investment jargon, but they're both important concepts in a portfolio. One aims to help you manage risk, while the other focuses on managing goals.
August 2019
Using retirement savings for a bill today can cost you in taxes and later when you retire. Find four ways to get money and keep your nest egg intact.
The rules for women and men are the same, but your strategy shouldn't be.
March 21, 2019
Get the facts now to make retirement easier down the road.
March 27, 2019
Some expect to stay on the job longer to save more for retirement, pay down debt and have extra money for daily expenses.
March 22, 2019
Saving for your future should be a priority. Here are our top 7 retirement life hacks that may help make saving for retirement more doable.
Approximately 10,000 Americans retire every day, but only 50 percent of them will have a great retirement. VP Michael Schoonmaker and Your Retirement Quest co-author Keith Lawrence tackle five myths that derail investors from their dream retirement.
April 09, 2018
Where you are on your own roadmap to retirement dictates the risk landscape around you. Learn how we navigate those risks in our portfolios.
October 18, 2017
Setting goals is important, right? But does other "stuff" seem to take priority? Check out our tips for setting your goals in motion.
September 02, 2017
Learn ways you might maximize your Social Security benefits and other considerations to help make an informed choice.
When it comes to retirement planning, time is precious. We have tips to help you jump-start your retirement planning at any age.
September 11, 2017
Need help saving for retirement? Review these 5 life hacks to get started or save more. Your future may depend on it.
July 16, 2018