FIT TO RETIRE™
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bonds may outperform stocks one year only to have stocks rebound the next.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Learn how to harness the power of compound interest for your investments.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.