Books
Download these Booklets on important retirement topics to get a basic understanding of concepts and tools that you can integrate into your own customized retirement strategy.
Articles: Annuities
Learn more about different types of annuities, including specific features that can affect your payout, how women can use annuities to set up a more secure retirement, and how to decide where an annuity might fit into your retirement estate plan.
How a Woman Can Fund Her Own Retirement ~~~ It makes sense -- and can bring real peace of mind -- for a woman to manage her own retirement plan. Women do so much for [...]
Articles: Social Security
Get an overview of how the Social Security program works and the risks of it defaulting on future payments to retirees. Weigh the pros and cons involved in claiming your benefits at different ages. See how health care costs could take a big chunk of your Social Security income later in life.
Articles: Life Insurance
Understand the key features of a life insurance policy. Learn about the types of life insurance and how they can help you achieve your financial goals in different phases of life.
Articles: Financing Your Retirement
When should you retire? How much savings is enough? What can you do to ensure that you’ll have an income for the rest of your life? Don’t forget to include inflation in your planning. Women can take steps now to avoid financial insecurity later in life.
Understanding Lump Sum Pension Buyouts While it is possible for you to take a lump sum payment, invest it wisely, and benefit from the situation in various ways, it’s important to remember that you are [...]
Making Retirement Savings Last ~~~ Different ways to respond to the challenge. As you retire, there are variables beyond your control. Investment performance and factors like inflation in our unpredictable economy are toward the top [...]
RMD Precautions And Options ~~~ A reminder about mandatory withdrawals from IRAs & other retirement plans. Just what is an RMD? Before 2020, the IRS required you to withdraw a specified amount of money in [...]
Addressing Debt to Protect Your Retirement Plans ~~~ When the Fed raises the federal funds target rate, variable rate debt such as adjustable mortgages and credit card borrowing can become toxic and especially damaging in [...]
Articles: Tax Efficiency in Retirement
Brush up on when and how to prepare for tax day. Learn about tax-reducing credits and investment strategies. Explore tax consequences and potential uses of Required Minimum Distributions (RMDs).
Are You Taking Taxes Into Account When Saving And Investing? It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Due to [...]
Getting a Jump on Tax Season What should you bring to your preparer? You can file your federal tax return starting in late January of the previous year. IRS filing season will start right on [...]
The U.S. Savings Bond Tax Trap Open that safe deposit box. See if your bond has matured. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase some for you? [...]
Tax Efficiency in Retirement How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If [...]
Articles: Estate Planning
Learn how to set up your estate plan and put in place strategies for minimizing probate and also conflicts between your heirs. Do a deeper dive into living trusts and beneficiary designation.
Calculators
From estimating how much to set aside each month, how long your projected nest egg will last you, what to expect from the effects of inflation as well as predictions for your Social Security income – these calculators can help!