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Financial Smarts Newsletter

Financial Smarts spotlights important consumer topics such as insurance, retirement planning, saving, investing and other financial considerations people will face in their lifetimes.

Winter 2014

"Retirement Income"

Many things have changed over the last several decades in terms of how companies provide retirement benefits to their employees. The challenge for many retirees is figuring out how to convert their 401(k) Plans, IRAs and other savings into an income that in combination with Social Security will adequately replace a paycheck for the remainder of their lifetimes.                                                                                          

Read the Winter 2014 Financial Smarts (pdf) and learn about:


  • questions to consider when initiating a retirement income plan
  • ideas on different strategies for achieving retirement income
  • choosing an advisor suited to your best interests and goals

Past Issues of Financial Smarts

These materials are intended to provide general information and should not be used as a substitute for legal or other professional advice. Every effort has been made to ensure that the information contained in these materials were true and accurate at the time of publication. Some information may have changed since publication.

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