Planning for your financial future can be complex and confusing. That’s why we’ve put together some tools and resources to help. This includes worksheets that help explain retirement financial concepts, checklists to help you and your financial professional discuss these issues and the RISE Score,™ an interactive tool that can help you determine if your retirement savings are on track to help fund the kind of retirement lifestyle you want.
Check Off the Basics Guide
Want to know more about how to Check off the Basics? Download this free guide that offers insights, next steps and a worksheet to help you understand how to cover your essential expenses in retirement.
Is an Annuity Right for You?
Retiring comfortably is a goal shared by most. Annuities can provide protected lifetime income every month with growth potential. Download our checklist of questions to discuss with your financial professional to determine if an annuity could help your retirement plan.
A Guide to Annuity Language
We realize that annuities, like most other financial products, can be difficult to understand, which is why we’ve created a language glossary to help demystify some of the language used when describing annuities. We believe reducing this complexity will help you make better decisions about annuities, which can lead to better outcomes in your retirement planning.
Why Add an Annuity?
Your retirement portfolio may include stocks, bonds and mutual funds that all play a part in helping you achieve a successful retirement. However, you may want to consider adding an annuity, which can complement your portfolio by providing attributes for retirement that those categories do not offer.
Choosing a Financial Professional
If you’re looking for a financial professional to help with your planning, this list can guide you. It offers key questions to ask about background, communication and fees that can help you determine if a particular financial professional is someone you can work with. You can even print the list and take it with you to your meeting.