Plan for tomorrow

Resources to help you better manage your money, prepare for retirement, and protect what matters most.

Content with Learn and Plan Categories Planning for Retirement .

An older white retirement-aged women smiles while swinging.

What to know about women and retirement

Mon, 31 Aug 2020 | Reading Time: 5 minutes
Life in Retirement Planning for Retirement

Today, women are seeking more ways to empower themselves financially. They could be taking ownership of money matters, seeking to find answers to tough questions, and making smart moves to help them define their financial future.

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A young man wearing a medical mask works on his computer

How the pandemic has affected financial planning

Mon, 16 Nov 2020 | Reading Time: 6 minutes
Annuities Planning for Retirement

Many of us are feeling the effects of the COVID-19 global pandemic, especially when it comes to managing our finances. We recently surveyed hundreds of consumers about how COVID-19 has impacted their money. Nearly half of the respondents agreed that the pandemic has influenced the way they handle their finances and how they save for the future.

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An elder couple look over their retirement documents in their kitchen

Building retirement confidence

Mon, 22 Mar 2021 | Reading Time: 5 minutes
Planning for Retirement

Do you lack confidence in your retirement goals? You aren’t alone. 41% of participants in the recent North American survey gave themselves a ‘C’ or lower on retirement planning.

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A person takes their wedding band off their finger

What can happen to your finances after a divorce

Mon, 08 Nov 2021 | Reading Time: 4 minutes
Home & Family Life Insurance Annuities Planning for Retirement

Going through a divorce or a separation after a long-term relationship can be one of the most emotionally taxing experiences in a person’s life.

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A young father holds his baby

What can life insurance do for you?

Mon, 13 Sep 2021 | Reading Time: 5 minutes
Home & Family Life Insurance Planning for Retirement

If you want to protect the people you love, life insurance should be an important part of your financial planning. It can provide a meaningful amount of money to your family, give you a way to leave a legacy, and much more.

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A middle-aged woman works with a young agent on her retirement plan

How can a life insurance policy help with retirement planning

Mon, 12 Apr 2021 | Reading Time: 3 minutes
Life Insurance Planning for Retirement

Buying the right life insurance coverage with your future retirement in mind can make it easier for your family to handle finances when you die. It can also help protect your money, manage your taxes and give you the opportunity to grow cash value which you can use for a variety of needs and activities.

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A retired couple smile while looking at each other

Fixed index annuities for retirement income

Tue, 10 Aug 2021 | Reading Time: 4 minutes
Annuities Life in Retirement Planning for Retirement

When you retire, you have a lot to look forward to, from traveling, pursuing your favorite hobbies, and spending time with your family. While looking toward the future, it’s important to remember what you may need to do before you enjoy your golden years.

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An older couple embrace while researching retirement planning advice

Ways to find retirement planning advice

Mon, 26 Jul 2021 | Reading Time: 4 minutes
Planning for Retirement

If you’re like most people, you'll want some advice on how to make sure your money lasts as long as you do (or longer!) You can find advice from a variety of places and at different price points.

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A young family walk hand-in-hand through the woods

Do you own your financial future?

Mon, 12 Jul 2021 | Reading Time: 3 minutes
Home & Family Life Insurance Planning for Retirement

On the surface, life insurance may seem fairly simple and straightforward—it can provide financial support to your family and loved ones should you pass away. Permanent life insurance comes in many forms, with each product type having its own benefits.

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A young woman researching financial tips on her tablet

5 ways to become more financially literate

Mon, 05 Apr 2021 | Reading Time: 6 minutes
Planning for Retirement Saving Tips

In honor of April being Financial Literacy Month, here are 5 tips that you can use right away to improve your financial literacy.

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An older couple enjoy their retirement together with cups of coffee

Smart money moves to make in retirement

Mon, 25 Jan 2021 | Reading Time: 5 minutes
Budgeting & Debt Management Planning for Retirement

It’s important to stay savvy with your finances to ensure you don't outlive your money. The way you handle your finances in retirement is just as important as it was before you left the workforce. Here are some tips on how to navigate your money in retirement.

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An older white couple enjoy their retirement in nature.

How to pick where to live in retirement

Thu, 30 Jul 2020 | Reading Time: 4 minutes
Life in Retirement Planning for Retirement

When you retire you may have the opportunity to live somewhere new. But choosing the right destination requires a little research on how a new area will affect your lifestyle and well-being. Here are 5 tips to help you find the best place to live out your golden years.

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An older white man enjoys his retirement on the beach.

Unexpected costs in retirement you should know

Sun, 16 Aug 2020 | Reading Time: 4 minutes
Life in Retirement Planning for Retirement

When you retire, you probably expect the expenses in your golden years to be covered by your savings, investments, Social Security, and Medicare. But the transition may not be that simple. Here are a few expenses you may not expect in your golden years.

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