Retirement Myths & Realities

Are You Prepared to Retire?

Are You Prepared to Retire?

Will you need to work longer than planned? Do you need to increase savings or adjust spending? What can you do now to work toward preserving your assets and your lifestyle in retirement?

Learn more
Retirement Expectations vs. Reality

Retirement Expectations vs. Reality

Just as few weathercasters can accurately forecast a month's worth of temperatures and storms, many retirees find their futures unfolding differently than they assumed. Your assumptions may be tested as well.

Learn more
<span style="font-size: 24px; font-family: var(--fmgFont);" data-mce-style="font-size: 24px; font-family: var(--fmgFont);">6 Steps Consider as Retirement Nears</span><br/>

6 Steps Consider as Retirement Nears

If you have decided to retire, you may have already been saving and planning for the day you stop working. Here are some suggestions towards making the move from employee to retiree as smooth as possible.

Learn more

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

*Transamerica Center for Retirement Studies, 2020

**Fidelity Retiree Cost of Care Estimate, 2021

***Genworth Cost of Care Survey, 2021

This is a hypothetical example and is not representative of any specific situation. Your results will vary.