Retirement, Investments, & Insurance for Individuals Build your knowledge

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A man browsing on his tablet.

7 min read

Retirement planning

What’s the best age to file for Social Security?

Counting down to retirement can be both exciting—and stressful. These doable Social Security tips can help you figure out the best age for you to file for retirement benefits.

Young couple talking to a financial advisor.

4 min read

Retirement planning

Can you have a 401(k) and an IRA?

Absolutely. If you contribute to a 401(k) and an IRA or Roth IRA you may be able to meet multiple retirement savings goals, too.

Two employees in an office space discussing defined benefit plans.

4 min read

Retirement planning

What is a defined benefit plan?

Commonly referred to as a pension, a defined benefit plan offers eligible employees a set amount of income for retirement.

Individual working on excel spreadsheet in laptop

4 min read

Investing

What is a target date fund?

A target date fund uses a specific date in the future to allocate assets and spread out risk in order to manage your investment risk.

Photo of a man with a laptop teaching children what a bond is.

3 min read

Investing

What is a bond?

Bonds are an essential part of your retirement investments, helping to spread out risk and stabilize growth.