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Retirement & Estate Planning

Your goal is a financially secure and comfortable retirement. Our goal is to get you there by helping you accumulate wealth for retirement and generate income in retirement. Find out how you can take charge of your retirement.

Retirement Planning

  • Retired couple takes selfie abroad
    Article
    5 Challenges to Consider Before Retiring Abroad
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  • Couple discusses Social Security benefits at a table with a financial advisor
    Article
    Be Careful Where You Get Info on Social Security
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  • Couple riding bikes and enjoying retirement
    Article
    How Much Do You Need to Save for Retirement?
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Understanding Retirement Plans

  • Glasses on top of a 403b Plan
    Article
    Be Careful Which Investments You Put Into Your 403(b) Plan
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  • Woman meeting with a fee-based financial advisor
    Article
    How Would You Answer This Question About Your Retirement Plan?
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    Article
    Is Your 401(k) Safe?
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Wills & Trust

  • Financial statements, including one for a 401k
    Article
    6 Costly Mistakes When Naming Beneficiaries
    Read More
  • Family at picnic table
    Article
    An Estate Plan: Create It for Yourself and Those You Love
    Read More
  •
    Article
    Are You Planning to Manage Your Assets From Your Grave?
    Read More

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1The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2InvestmentNews ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center.

3The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2020 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.