Retirement | Heidi Hershman

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Introducing the 530A Accounts

An article explaining 530A Accounts.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.