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Planning for Retirement: What You Need to Know Now

Retirement income. Social Security. Health insurance and Medicare. Long-term care insurance. Your mortgage. Estate planning.

There are a lot of things that you need to figure out before you can retire. Here’s our advice on how you can make some of the pieces of your retirement picture fit together.

And for more advice, we encourage you to attend our new seminar, Road Trip! Successfully Navigating Your Journey to Retirement. You’ll learn how technology is affecting how we work, how we invest, how we play, how we educate ourselves — even when and how we retire.

10 Things to Do Before You Retire

10 Things to Do Before You Retire

Ready to retire? Here’s what you need to do before you retire. Ric Edelman talks about the 10 things to do to prepare for retirement and plan for your future.

How Much Do You Need to Save for Retirement?

How Much Do You Need to Save for Retirement?

It’s one of the questions we hear most often, and rightfully so: Am I saving enough for retirement?

Are You Coming Up Short for Retirement?

Are You Coming Up Short for Retirement?

Keep in mind your 401(k), mortgage, investment management, retirement income sources and these other strategies when planning for retirement.

5 Challenges to Consider Before Retiring Abroad

5 Challenges to Consider Before Retiring Abroad

If you’re thinking you may want to retire abroad and live there permanently, financial expert Ric Edelman has 5 things for you to think about first.

Getting the Most From Your Retirement Plan at Work

Getting the Most From Your Retirement Plan at Work

You’re probably contributing to your 401(k), 403(b) or other workplace retirement plan each month, but are you doing everything you need to do to avoid the missteps that could hurt you in the future?

The Truth About Retirement Plans and IRAs Webinar

The Truth About Retirement Plans and IRAs Webinar

Watch this webinar to learn the four investments you should never choose for your retirement plan, what to do with old retirement accounts, and much more.

An Estate Plan: Create It for Yourself and Those You Love

An Estate Plan: Create It for Yourself and Those You Love

A solid estate plan is a crucial part of your financial plan. Our financial advisors can help you navigate through the complex elements of wills, trusts and estate planning.

Q&A: Take Social Security Now or Later?

Ric Edelman explains what you need to do to decide whether you should take Social Security now or later.

How to Start Saving for Retirement at 40

Haven't started saving for retirement yet? Ric Edelman explains how and why it's important to start no matter how old you are.