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Retirement Planning: The Basics

Retirement Planning: The Basics

You may have a very idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide...

Social Security Survivor’s Benefits

When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. Your family may be entitled to receive survivor’s benefits...
401(k) Plans: The Basics

401(k) Plans: The Basics

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans. What is a 401(k) plan? A 401(k) plan is a retirement...

Understanding Social Security

Over 64 million people today receive some form of Social Security benefits. (Source: Fast Facts & Figures About Social Security, 2015) But Social Security is more than just a retirement program. Its scope has expanded to include other benefits as well, such as...