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Retirement

See if you’re ready for the future with this selection of articles on retirement. These articles and activities help clarify critical retirement issues and choices—HSA and FSA basics, collecting social security, understanding 401(k), and more.

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Insurance
4 min read
Life Insurance
Explore the intricacies of life insurance including term, whole, supplementary life insurance, etc., and how each have their own purposes and benefits.
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article
Saving
4 min read
Stock Market Basics
Learn how to buy & sell stocks so you can start investing your money.
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article
Saving
4 min read
Handling High Inflation
What should I do when faced with high inflation and rising prices?
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calculator
Retirement
1 min activity
Rule of 72 Calculator By Years
Figure out what interest rate you need for an investment to double in a set number of years.
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calculator
Retirement
3 min activity
Retirement Calculator
How much will you need to save for retirement in order to maintain your current lifestyle?
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article
Saving
8 min read
Preparing for a Recession
How do I know if I could handle a major economic downturn?
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article
Retirement
5 min read
Transitioning to Retirement
When you’re mapping out the best route to collecting retirement income, there’ll be several forks in the road. But you can arm yourself with knowledge to make informed decisions.
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article
Insurance
6 min read
Disability Benefits & Insurance
Disability insurance benefits are the best way for you to know your finances are secure in the event of an acquired disability or sudden illness.
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coach
Retirement
5 min activity
Retirement Funds
See how using a Traditional or Roth account will affect your retirement savings.
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coach
Life Changes
2 min read
Financial Wellness Assessment
Use the Financial Wellness Assessment to discover your personal finance strengths and weaknesses.
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article
Saving
2 min read
What Is Inflation?
Inflation happens when prices increase and purchasing power decreases.
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article
Retirement
5 min read
Wills
You need a legal will to make sure your estate is handled the way you wish after you die.
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coach
Saving
5 min activity
Make the Most of Your HSA or FSA
Learn the difference between an HSA and FSA, and predict your health care costs.
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coach
Saving
5 minute activity
Estate Planning Checklist
Practically everyone has an estate. Make sure your estate is taken care of when you're gone.
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Retirement
5 min read
Social Security Basics: A Guide to Benefits and Eligibility
Learn how Social Security works and why 9 out of 10 people over 65 are part of the system. Discover eligibility requirements and benefit calculations.
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article
Retirement
7 min read
Benefits for Veterans
Military service members receive special, life-changing benefits as a thank you for their services.
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article
Saving
4 min read
Early Withdrawals From Retirement Savings
Early withdrawals from your retirement savings should only be done after careful consideration in order to avoid negative consequences.