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Learn how marriage can affect Social Security benefits and ways to choose the claiming strategy that best meets your needs.

Our new research reveals how their feelings toward the pressures of saving money, caring for multiple generations and planning for retirement have shifted.

Learn what you may be able to expect from Social Security and possible options for helping fill in the gaps.

Retirement planning can be complex. But with a trusted professional, you can navigate today鈥檚 landscape, refine your retirement goals, and feel confident in your future.

Small steps and actions now can add up to financial security later. Here鈥檚 how to help ensure you鈥檙e taking care of yourself now and in the future.  

Being proactive can help you navigate the twists and turns of retirement with greater resilience.

Building an emergency fund tailored to your unique needs and budget can help provide greater financial confidence in times of uncertainty.

Here鈥檚 a step-by-step approach to building a budget that can work for you and your financial goals. 

Understand how annuity withdrawals are taxed, the impact on retirement income, and key rules like the exclusion ratio and LIFO, to help optimize your tax strategy in retirement planning.