Hundreds of retirement resources to help you plan
and prepare for retirement.
And they’re all free.
Hundreds of retirement resources to help you plan and prepare for retirement. And they’re all free.
Popular Retirement Topics
Estimated time: 15 minutes per guide
These self-paced digital guides are rich in detail and provide specific examples to help you understand the material. Read them online or download and read them at your convenience.
Popular guides include:
Estimated time: 30 minutes per tutorial
Our online tutorials mimic classroom-style learning as our instructor guides you through short online video lessons. Start, stop, rewind, and learn at your own pace.
Popular tutorials include:
Estimated time: 75 minutes per workshop
Our highly rated workshops give you an opportunity to learn first hand from a credentialed financial advisor. Listen to real examples from people who have retired and participate in live Q&A to address any questions you may have.
- Retirement Planning
- Social Security
- Retiree Beware
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:
- Oct 28, 2017 – How to contribute up to $20,000 to a Roth IRA legally
- Aug 26, 2017 – Funding college with 529 plans
- July 15, 2017 – Unusual reasons it’s important to be financial prepared for retirement
- May 27, 2017 – Saving and Spending for a fulfilled life
- Jan 7, 2017 – Portfolio applications and paying off your mortgage
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
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 [...]
Reader's Question: My wife and I are both 63 and are going to retire in 14 months. Our biggest worry is healthcare. I used to think that Medicare paid everything. Boy was I wrong! Can you please gi [...]
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 ke [...]
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 retireme [...]
How borrowing from your retirement accounts hurts everyone.Are you on the hook for college tuition?Just about everyone understands that it’s expensive. What many people don’t plan for, however, is h [...]
Question: I’m 62 and about to retire. Should I keep my term life insurance, or should I invest in a permanent life insurance policy? Scott Hanson: I really like this question because it spea [...]