The average person changes jobs 10 -15 times during his or her career. When your job situation changes, there is a lot to consider. Choose a path or simply give us a call at 855-728-8422.
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Retirement It's one of those words that means something different to everyone.
For you, it might mean volunteering, pursuing your passion or enjoying time with family.
But whatever it is, you'll want to be ready for the road ahead.
Taking steps to plan now can help you pursue the life you want.
(Gary Carver)
I am having a ball in retirement. And I am busier now than I ever was when I was working.
(Christine Johnston)
We're doing things sort of outside of the box, outside of what we did in our careers. We're just having a blast.
(Off-camera host)
Now that you've retired, having a plan to generate income may give you more confidence about the future.
Knowing how to combine income from Social Security, retirement accounts and other sources can help you meet your needs throughout retirement.
Options for income you can't outlive may bring lifelong peace of mind.
And planning for your family or for charity can help you leave the legacy you want.
All of this, and more, are the kinds of things we can help you figure out.
(Herb Lishinsky)
I think you will find upon retirement that there are so many other financial issues that you did not think of. I can't emphasize that enough.
(Off-camera host)
When I first retired, TIAA looked at my budget and told me how things are going. She was very reassuring.
The checklist here on your personal web page includes a number of steps you can take to help keep your finances on track in retirement.
The important thing to know is that you don't have to go it alone.
We're here to help you on your journey, wherever it takes you.
Your retirement isn't the end of an adventure. It's the beginning of a whole new one. Stay Smart by preparing now.
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(Off-camera host)
Being between jobs is both a challenge and an opportunity.
You may wonder how long it will take to find a new job and how to manage your expenses in the meantime.
But you also have the chance to redefine yourself and explore new possibilities.
In this time of transition, helping protect your financial future is key.
Taking steps now can help you keep your finances on track for the retirement you want.
(Brian Fisher)
My whole life has been about the next adventure, the next trip, the next discovery. And you forget that you have to plan for your future.
(Off-camera host)
When you're between jobs, having adequate insurance coverage may help protect your savings.
And even though it's tempting to put retirement questions aside during your job search, understanding what to do with your retirement account can help you feel more confident about the future.
While it may be a challenge, try to avoid borrowing from your retirement savings.
And remember that making a plan to pursue your long-term financial goals can help you in the short-run as well.
All of this, and more, are the kinds of things we can help you figure out.
(Gary Carver)
I have two big messages that I've learned in my life that apply to retirement: Make sure that your financial situation is stable and it's going to protect you in the future.
(Dave Hinds)
We have to take care of ourselves for our future. Because you'll be retired sooner than you think.
(Off-camera host)
The checklist here on your personal web page includes a number of steps you can take to help keep your finances on track as you make your next move.
The important thing to know is that you don't have to go it alone.
We're here to help you on your journey, wherever it takes you.
Whether retirement for you is years away or just around the corner, Stay Smart by preparing for it now.
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(Off-camera host)
Having a new job is a time of change and opportunity, with new roles and responsibilities, new people and new experiences.
It's also a time of financial transition.
As you make the shift, creating a plan for your future can help you feel more confident by helping keep your finances on track for the retirement you want.
(Brian Fisher)My whole life has been about the next adventure, the next trip, the next discovery. And you forget that you have to plan for your future.
(Off-camera host)When starting a new job, enrolling in any retirement plans right away may help you get ahead faster.
Understanding your options when it comes to your other retirement accounts can help you make informed choices.
Having adequate insurance coverage may help protect your savings and bring peace of mind.
And making your plan now to pursue your long-term financial goals may make a big difference down the road.
All of this, and more, are the kinds of things we can help you figure out.
(Gary Carver)
I have two big messages that I've learned in my life that apply to retirement: Make sure that your financial situation is stable and it's going to protect you in the future.
(Dave Hinds)
We have to take care of ourselves for our future. Because you'll be retired sooner than you think.
(Off-camera host)The checklist here on your personal web page includes a number of steps you can take to help keep your finances on track.
The important thing to know is that you don't have to go it alone.
We're here to help you on your journey, wherever it takes you.
Whether retirement for you is years away or just around the corner, Stay Smart by preparing now.
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(Off-camera host)
Any life change brings with it both challenges and opportunities.
You may be excited, worried or taking it all in stride.
Whether you plan to take a permanent or temporary break from the job world, helping protect your financial future is key.
Taking steps now can help you keep your finances on track for the retirement you want.
(Brian Fisher)
My whole life has been about the next adventure, the next trip, the next discovery. And you forget that you have to plan for your future.
(Off-camera host)
When you've left your job, remember to check your insurance coverage.
Health, life and disability insurance can help protect your savings should anything unexpected happen.
Understanding what to do with your retirement account can help you feel more confident about the future.
And making a plan to pursue your long-term financial goals can help you in the short run as well.
All of this, and more, are the kinds of things we can help you figure out.
(Gary Carver)
I have two big messages that I've learned in my life that apply to retirement Make sure that your financial situation is stable and it's going to protect you in the future.
(Dave Hinds)
We have to take care of ourselves for our future. Because you'll be retired sooner than you think.
(Off-camera host)
The checklist here on your personal web page includes a number of steps you can take to help keep your finances on track as you make your next move.
The important thing to know is that you don't have to go it alone.
We're here to help you on your journey, wherever it takes you.
Whether retirement for you is years away or just around the corner, Stay Smart by preparing for it now.
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1 Prior to rolling over, consider your other options. You may also be able to leave money in your current plan, withdraw cash or roll over the assets to your new employer’s plan if one is available and rollovers are permitted. Compare the differences in investment options, services, fees and expenses, withdrawal options, required minimum distributions, other plan features, and tax treatment. Speak with a TIAA consultant and your tax advisor regarding your situation. Learn more.
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.