Planning your retirement? Discover 4 key factors to consider when choosing your retirement date—from healthcare and income needs to lifestyle goals and Social Security timing.

As part of your employee benefits package, you have access to all sorts of things like health care coverage, a 401(k) plan and potentially even stock options. However, what could end up being the most beneficial may also be the most overlooked: a health savings account (HSA).

For many Americans, Social Security is a crucial component of retirement. The problem, however, is that there is a lot that people don't know about Social Security and a lot of inaccurate information about it.

Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled, “Deciding Between a Roth vs.

Unlock five key facts about Social Security that could impact your retirement strategy—learn when to claim, how benefits are calculated, and tips to help you make informed decisions for your financial future.

Nearing retirement? Learn the 5 essential questions to ask—from income planning and taxes to lifestyle choices—to ensure a smooth, confident transition into your next chapter.

We commonly receive the question, “When can I withdraw money from my 401(k)?” While the answer is technically “whenever you want to,” there are penalties you’ll need to look out for if you want to withdraw from your 401(k) before retirement.

Despite concerns about inflation and overall preparedness, Americans are looking forward to retirement, according to new survey research* we conducted this year.   77% of Americans expressed positive emotions such as happiness (45%) and gratitude (37%) when asked how they feel when they think about retirement, according to the study of 1,000 U.S. adults. For those already in their golden years, 90% don’t regret retiring when they did and 33% say it’s even better than expected.  

There’s a world of opportunity beyond the borders of the United States. For decades, many Americans have looked overseas, seeking both fulfilling and cost-effective retirements.