Retirement readiness
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Planning tips for aging in place when you retire
Are you hoping to spend your retirement years in your own home? Here are practical tips to get you started on building an aging-in-place plan.
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The 100-year life: why Gen Xers shouldn’t rely on inheritance to fund retirement
Gen Xers—now in their 40s and 50s—are managing a full slate of midlife financial pressures. But longer lifespans, combined with how retirees are spending in later life, are shifting inheritance math and may mean the next generation receives less than they expected.
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Eight things to know about joining your 401(k)
Know these things when joining a retirement plan: eligibility requirements, contribution limits, combining accounts, Roth access, matching contributions, vesting schedules, investments, and withdrawals.
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Crushing your finances: a Gen Z guide for building financial independence
Managing money can feel overwhelming. Get practical, Gen Z–friendly tips for building a strong financial foundation, one step at a time.
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How does being a caregiver affect your finances?
Out-of-pocket caregiving expenses can make it hard to save for retirement. We’ll share tips to help you stay on track for retirement.
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What's compound interest?
When you save money for retirement, the interest that you may earn over time gets added to your initial contribution amount. See what steps you can take to maximize the benefits of compounding as you save.
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How to stay social after you retire
Staying socially connected after retirement matters just as much as planning your income. Discover easy, friendly ways to keep your social life thriving and in this next chapter.
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What to know before taking a loan from your 401(k)
Taking a 401(k) loan has benefits and drawbacks—get the facts before borrowing from your retirement plan.
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Four tips for using AI in financial planning
If you’re thinking about using AI to help you with financial planning, there are a few things you should know about using it safely and smartly.
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Planning to age in place? Your community’s senior services can help
Do you know what services and programs your community offers for seniors? Find out how they can help you age in place.
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