Tools for Your Future
Discover the strategies that can make retirement work for you.
Our clear, straightforward guides are designed to help give you the knowledge and confidence you need to plan for retirement. Delve into topics like what most Americans believe about saving, ways to potentially boost your retirement income and tips for outlining your wishes. Begin your journey toward a confident retirement today.
The State of Retirement
How do Americans view retirement planning, and how do those perceptions differ from reality? This guide breaks it down with statistics on:
The amount most Americans think they’ll need to save to retire securely vs. the amount they have saved
Steps Americans are taking to help stretch their retirement savings
The biggest fears and concerns about retirement
And much more …
Make the Most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
How to optimize Social Security for your situation
Why timing is so important when it comes to your benefits
Ways to supplement your Social Security income
Outline Your Wishes and Wants with an Estate Plan
Give your loved ones the greatest gift! Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
Areas that your will should address (and who should write it)
The two types of trusts — and how they can help reduce the chance of a family conflict
A checklist to help you select the right person to carry out your wishes
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