I want to learn about retirement planning

Tools and resources at your fingertips designed to improve your financial well-being.

Retirement Planning Featured Results

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    Financial Pathways

    Make the Most of Your Retirement Plan

    Learn how to develop an investment strategy that will help you build the retirement you're envisioning.

    Learn More
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • wfs_calculator-retirementplanner.jpg
    Financial Pathways

    Retirement Planner Calculator

    Easily estimate how much you will need for retirement in just 5 simple steps.

    Access Now
  • worksite-article-makethemostofyour401k.jpg
    Getting Started

    Your 401(k) - Make the Most of It

    Your 401(k) plan may be your key to a comfortable retirement. This report explains the fundamental features of 401(k) plans and key steps to retirement planning.

    Read More

Retirement Planning Article Results

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    Getting Started

    Your 401(k) - Make the Most of It

    Your 401(k) plan may be your key to a comfortable retirement. This report explains the fundamental features of 401(k) plans and key steps to retirement planning.

    Read More
  • Financial Pathways

    Frequently Asked Retirement Income Questions

    Get answers to your questions about annual income, portfolio withdrawals, liquidating assets and more during retirement.

  • Financial Pathways

    Frequently Asked Roth 401(k) Questions

    Find out how Roth 401(k)s differ from traditional 401(k)s, and see which plan is best for your particular circumstances.

  • Financial Pathways

    I Need Quick Access to the Money in My 401(k). Should I Take a Loan or a Distribution?

    There are several important things to consider when trying to determine if you should take a loan or distribution from your 401(k) plan.

  • Getting Started

    Your 401(k) - Make the Most of It

    Your 401(k) plan may be your key to a comfortable retirement. This report explains the fundamental features of 401(k) plans and key steps to retirement planning.

  • Financial Pathways

    My Spouse and I Are Divorcing. How Does This Impact Our Retirement Plan Accounts?

    A tax professional can guide you through the division of assets and retirement plan distributions during a divorce.

  • Financial Pathways

    What to Know About Your Beneficiary Designation

    One of the most important decisions you can make with respect to your retirement plan is the naming of beneficiaries.

  • Financial Pathways

    Yes, You CAN Get Out of Debt

    Find out the steps you can take right now to modify your spending habits and get out of debt.

  • Financial Pathways

    Learn about the Employee Education Solution

    Are financial worries keeping you up at night? The Employee Education Solution can help bring you a new aspect of health - financial wellness.

  • Financial Pathways

    Educational Seminar Materials

    Access worksheets and other associated materials that accompany pre-recorded, compliance-approved educational seminars that cover a range of financial topics.

Retirement Planning Calculator Results

  • wfs_calculator-retirementplanner.jpg
    Financial Pathways

    Retirement Planner Calculator

    Easily estimate how much you will need for retirement in just 5 simple steps.

    Access Now
  • Financial Pathways

    Retirement Plan Contribution Calculator

    Take full advantage of your employer-sponsored retirement and find out how you can maximize your retirement plan contributions with this easy-to-use, online calculator.

  • Financial Pathways

    Social Security Illustrator Calculator

    Quickly and conveniently determine your estimated social security benefits.

  • Financial Pathways

    Retirement Planner Calculator

    Easily estimate how much you will need for retirement in just 5 simple steps.

  • Getting Started

    Roth 401(k) Calculator

    Which type of 401(k) plan is right for you -- a traditional or a Roth 401(k)?

  • Financial Pathways

    Income Planner

    How much income can you expect in retirement? This calculator will help you estimate how much you can afford to spend each year, based on how long you want your savings to last.

  • Investing Wisely

    Asset Allocation Profiler

    Creates a simple profile of an investor and suggests an asset allocation.

  • Investing Wisely

    Asset Allocation Profiler

    Creates a simple profile of an investor and suggests an asset allocation.

Retirement Planning Tutorial Results

  • worksite-tutorial-makethemost.jpg
    Financial Pathways

    Make the Most of Your Retirement Plan

    Learn how to develop an investment strategy that will help you build the retirement you're envisioning.

    Learn More
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    Make the Most of Your Retirement Plan

    Learn how to develop an investment strategy that will help you build the retirement you're envisioning.

    Learn More
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    Work, Life and Money

    Learn tips and tools about balancing your work, life and money and how to make conscious choices to begin creating your living financial plan. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    The Mortgage Question

    Learn how to better prepare for home ownership by discussing the details of obtaining and maintaining a home mortgage loan. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Kids and Money

    Learn about the four money choices and how to educate your teen(s) about money by discussing a “money story” and how core beliefs about money are developed. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Taking Control of Your Finances

    Learn how to assess your current debt load and spending habits, so that you can develop a sound plan for managing your debt. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    College Savings

    Learn how to better prepare for retirement by discussing financial management strategies designed to help you build a strong financial future. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Distribution Basics

    Learn how to reinvent yourself for retirement by examining different options for how you’d like to spend your retirement. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Social Security, Medicare and Your Retirement

    Learn how Social Security and Medicare programs work by examining important issues faced by both programs, as well as outlining effective strategies for supplementing both retirement benefits. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Managing Marriage and Money

    Learn how Social Security and Medicare programs work by examining important issues faced by both programs, as well as outlining effective strategies for supplementing both retirement benefits. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Estates and Trusts

    Learn tips and important resources that can help those who are caring for aging parents, while also raising kids. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Preparing for Retirement

    Learn tips on how to make the most of what you inherit. *See Financial Pathways page to download worksheet(s).

  • Financial Pathways

    Managing Debt and Credit

    Learn about the different types of debt and credit, how to use them wisely, and how to get out and stay out of debt.

  • Investing Wisely

    Understanding Mutual Funds

    Learn how mutual funds work, how they are managed, and how they can fit into your financial plan.

  • Investing Wisely

    Asset Allocation: A Strategy for Life

    This tutorial acquaints investors with the crucial concept of asset allocation, how it works and how to manage your asset allocation over time.

  • Investing Wisely

    Expecting Baby

    How to be financially prepare for a baby, yet maintain your retirement goals.

Retirement Planning Video Results

  • Financial Pathways

    Will You Outlive Your Assets

    You could be in retirement for 25 years or more-you need an investment strategy that will work for the long haul.

    *See Disclosure

    Annuities are long-term investment vehicles designed for retirement purposes.  Guarantees are based on the claims-paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax, and surrender charges may apply.                    

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    Will You Outlive Your Assets

    You could be in retirement for 25 years or more-you need an investment strategy that will work for the long haul.

    Watch Now
    *See Disclosure

    Annuities are long-term investment vehicles designed for retirement purposes.  Guarantees are based on the claims-paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax, and surrender charges may apply.                    

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Financial Pathways

    The Road to Retirement: Save Wisely & Live Well

    Making responsible decisions is all part of growing up-let an advisor help you shape your financial future.

  • Getting Started

    Investing in Retirement

    Deciding how and where to allocate your assets is a crucial component of your investing strategy - explore your options.

  • Financial Pathways

    Catch-up Strategies

    Learn how you can get back on track with your retirement-planning process.

    Watch Now
    *See Disclosure

    This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

  • Getting Started

    How Employer Matching Contributions Work

    Does your retirement savings plan offer matching contributions? Watch this video to see how taking advantage of your employer match can make a big difference in your retirement nest egg over time.

  • Financial Pathways

    Bring Your Future Into Focus

    How do you envision your retirement? This video looks at the points you’ll want to consider when planning and saving for retirement, and the steps you’ll want to take today to prepare for tomorrow.

  • Investing Wisely

    Investment Risk

    Different investments carry different types of risk. Find out what risks are associated with investing in stocks, bonds, and cash alternatives.

  • Investing Wisely

    Target Date Funds

    This video looks at the different features of target-date funds -- how they work, and what you should know about them before investing.

  • Financial Pathways

    Plan for Financial Wellness

    This video looks at the different elements that make up financial wellness – planning, budgeting, saving for retirement, college funding and estate planning -- and how they collectively define your financial health.