Preparing for retirement

Explore articles covering how to prepare for retirement, understand income sources like Social Security and pensions, evaluate annuity options and make confident decisions as you transition into retirement.

Concerned mature couple going over retirement paperwork on a couch at home.

Top 6 retirement concerns you can't afford to ignore

Understanding potential risks and planning ahead retirement can help you stay in control and feel more secure about your future.

Financial professional reviewing paperwork at a table with clients about their retirement strategy.

5 factors to consider when reviewing your retirement strategy

Putting your retirement strategy on autopilot can create financial risks over time. Treat these reviews like “refinancing” your retirement — making adjustments as goals, needs and circumstances change to help stay on track.

Middle-aged couple reviewing retirement information with financial professional in office setting.

3 factors that could impact Social Security benefits

Many pre‑retirees expect part of their retirement income to be guaranteed, but factors like early filing, taxes and Medicare costs can reduce actual Social Security benefits.

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Retirement income: Is it taxable?

Understanding how sources like Social Security, pensions, and 401(k)s are taxed can help you build a more effective and efficient retirement income strategy.

Mature couple reviewing finances on laptop in kitchen.

How long will my retirement savings last?

Maximize your retirement savings by understanding factors that impact their longevity, such as living expenses, withdrawal rate and healthcare costs.

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Thinking about retiring during a recession?

Retiring during a recession can bring unique challenges, but careful planning can help make it possible. Here's what you need to know.

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Homeownership

Explore articles that connect homeownership with life insurance and annuities — covering ways these tools can help protect your home, manage mortgage and property risks, plan for retirement income and support long‑term financial stability through different life stages.

Smiling businesswoman leaving job with personal belongings, saying goodbye to colleagues.

Careers and job change

Explore articles that address careers and job changes — covering planning considerations for career transitions, income shifts, benefit changes and how financial decisions may need to adapt when starting a new role, changing paths or rethinking long‑term goals.

Wife leaning on island in the kitchen, showing her husband life insurance options on smartphone over morning coffee..

Marriage and coupling

Explore articles focused on marriage and coupling — covering financial considerations for couples, merging finances, shared goals, insurance and beneficiary decisions and how major relationship milestones can shape long‑term financial choices.

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