Retirement Planning

Guide: 7 Simple Steps to Prepare for Retirement

Estimated time:  15 minutes

This self-paced digital guide is rich in detail and provides specific examples to help you understand the material. Read it online or download and read it at your convenience.

It provides you with:

  • A roadmap to retirement planning
  • Answers to pressing questions people have about retirement
  • Examples and key considerations
Read Guide

Online Retirement Planning Tutorial

Estimated time:  30 minutes per tutorial

If you enjoy learning in a classroom style setting, then our online retirement planning tutorial is perfect for you. Our instructor will walk you through 7 short videos, each specifically addressing one of the critical decisions you need to consider when transitioning to retirement.

The tutorial will help you answer things like:

  • When can I retire?
  • How much money do I need?
  • Do I have the right investments?
  • What about taxes and my estate?
View Tutorial

Retirement Planning Workshops

Estimated time:  75 minutes

Our highly rated 75 minute workshops will teach you the most important things to consider as you near retirement. Learn first hand from a financial advisor how to plan for retirement.

Included in all workshops:

  • Advice and insight into topics like retirement income, taxes, social security and estate planning
  • Real examples and case studies from people who have retired well
  • Live Q&A to address any questions you may have


Estimated time:  50 minutes per podcast

For more than 20 years, Money Matters, our weekly call-in talk radio program, has fielded thousands of questions from callers just like you; people who care about their financial health, and who need answers today. Get answers to critical retirement questions by listening at your convenience.

Popular 2017 podcasts:


Get a Personalized Retirement Assessment

Estimated time:  60 minutes

Think you’re ready for retirement? Let’s find out! Discuss your unique situation and partner with a credentialed financial advisor to create a retirement plan that will help you achieve your goals.

  • 60 minutes dedicated to listening, educating, and planning
  • Unbiased, professional advice from a fiduciary advisor
  • Covers critical retirement topics such as income planning, health care, taxes, and social security
Schedule Assessment

Articles About Retirement Planning

31Aug, 2018

3 Options for People Without a 401(k)

You don’t have a 401(k)? About 55 million people are currently contributing to a 401(k). This adds up to over $5 trillion (which is 59% of all private retirement savings) that is earmarked to pay fo [...]

9Aug, 2018

What is portfolio rebalancing?

Q: You often hear that you should rebalance your portfolio. I’m 56 and recently inherited a substantial sum of money, but I’ve never invested before. This has to pay for my retirement! Will you plea [...]

28Jun, 2018

3 Dangers of Chasing Dividends

Are you chasing dividends? I recently reviewed the investment allocation of someone whose broker had passed away. Almost all of the stocks she owned were in older, “name-brand” companies that paid a [...]

7Jun, 2018

3 Surprising “Year One” Retirement Trends

Most of our clients can probably remember why and when they first called us. That’s because, even though we recommend you begin working with an advisor 3-5 years before you retire, there are some key [...]

1Jun, 2018

Women, Their Partners and Retirement

What you need to know, what you should do. While the financial needs of modern retirees continue to evolve, probably no group faces more challenges than women. Here are two facts that make retiremen [...]

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