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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

  • social security card inside us bills
    Article
    When Should You Take Social Security?
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  • senior working at computer
    Article
    Want to Live Longer? Don’t Retire Until After Age 65.
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  • retirees traveling abroad
    Article
    The Truth About Retiring Abroad
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Understanding Retirement Plans

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    Article
    What Are the Tax Implications of IRAs?
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  • what is a 702j account written on a sticky note
    Article
    What's a 702(j)? It's Not a Retirement Account
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  • Couple meets with financial planner about 401k savings
    Article
    Saving With Just a 401(k) May Not Be Enough
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Wills & Trust

  • Young couple with older parents on dock
    Article
    What You Need to Know If You're an Estate Executor
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  • Gravestone with the words ESTATE PLANING
    Article
    What Are The Basics of Estate Planning?
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  • Family gathered around a table celebrating thanksgiving
    Article
    There’s No Time Like Thanksgiving to Talk About Your Estate Plan
    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.