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Retirement Planning 3 Sources of Retirement Income Retirement income consists of three traditional sources — Social Security, personal savings and pension plans or employer-sponsored retirement plans. Understanding how these... 4 Steps to Retirement Planning Making a wish list of what you want to do during retirement may be the very start to your retirement planning. Developing a realistic plan so that ... 12 Tips to Help Attain Your Dreams In 1940, the average life expectancy was about 13 additional years for a male who retired at age 65, according to the Social Security Administration. By 1990, that life expectancy increased to about 15 additional years and... Annual Reviews Life is change. Our needs, preferences and even goals are continually evolving — ever changing. Think about recent changes in your life. Do... Asset Allocation Do you know how to invest? Where do you find the information and historical data you need to make informed decisions? Is it possible to... Distributions Distributions are payments received from your employer's pension plan or a Tax-Deferred Annuity (TDA) contract. Generally, a distribution is not... Frequently Asked Questions The world of investing and retirement planning can be a confusing one. On your path to becoming a knowledgeable investor, stop and... Plan Objectives So, you've finished all the steps you're "supposed" to take when planning for your retirement. Just complete the forms, check a few boxes, and you're done. That's all there is, right? Social Security & Its Future By the time you start looking to the Social Security system for income, the system may function differently than it does today. It may... Women's Retirement Planning Needs Translating a hazy retirement dream into a hard reality can be tricky. And for women this feat can be even more... #40030