Retirement planning

Retirement FAQs
Retirement is different for every person, but what is important is learning as much as you can in order to plan effectively.

What is a fixed annuity?
Annuities are relatively common as part of some long-term retirement plans, but can be a bit confusing to understand.

How much does Social Security increase each year?
As you approach retirement age, Social Security often becomes an important part of any long-term retirement planning.

Retirement funds 101
Do the terms 401(k) and IRA have you confused? There's a lot to know about retirement funds. Learn when to start saving for retirement, how to choose a fund that's right for you and how to make your savings work harder.

Retirement glossary: Terms you should know
When it comes to thinking about retirement, sorting through financial jargon can make things confusing. Don't let this lack of certainty cause you to put off saving for retirement until later — or worse — not at all.

3 Online calculators to determine how your 401k contributions are adding up
Find out how well your 401(k) is working for you and what difference adjusting your contributions might make with a retirement calculator.

3 cost saving options for reducing housing expenses
For retirees that haven't paid off their mortgage, housing costs can top the list of largest monthly expenditures. Here are a few options to consider.