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.
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.
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 [...]
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 [...]
Stealth Retirement Expenses ~~~ A look at some surprise expenses in retirement that may come your way -- and how you can prepare for them. In 2017, the Society of Actuaries put together a survey [...]
Retirement Planning With Health Care Expenses in Mind ~~~ It is only wise to consider what Medicare won’t cover in the future. As you save for retirement, you also recognize the possibility of having to [...]
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).
Tax Loss Harvesting - An Overview ~~~ Turn a portion of your investment losses into tax offsets, making a little lemonade out of investment "lemons." Tax-loss harvesting is a strategy of incurring capital losses to [...]
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!