Retirement is certainly a time of exploration, relaxation and reflection for many people. But it is also a time of considerable change, and many of these changes have financial implications for you, your spouse or your loved ones. This makes money management and financial planning critical endeavors in retirement.

How distributions work

Answers to commonly asked questions about distributions

Rules of thumb for taking distributions

Helpful tips on withdrawing monies from your retirement plan

Tax planning in retirement

Commonly used practices for minimizing income taxes

Estate planning

Learn the proper methods for communicating your final wishes

Housing options in retirement

Choosing the right living arrangements for your needs

Social Security and you

The state of the Social Security system and how it may affect you

Filling the retirement income gap

How to find extra dollars to supplement your retirement income

Inflation in retirement

Learn how inflation can erode your retirement savings

Investment risk in retirement

What is investment risk and how can it impact your savings

Setting a budget

The benefits of establishing and sticking to a monthly budget

Medicare and you

The basics on Medicare and how it works

Insurance planning

Assessing your insurance and coverage needs

Long-term care insurance

What is it, how does it work and do you really need it

Life insurance

Common types of life insurance and their uses