Understanding Target-Date Investments

Help clients understand the convenience of target-date investments for their retirement goal.


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Navigating to Retirement

Help clients understand target-date investment benefits and how to compare them.

Social Security

Five Facts You Wish You Knew about Social Security

Social Security is essential for retirement planning but may confuse clients the most. Help them unravel the details.

Additional Resources

  • Saving for Retirement
  • Staying on Track
  • Nearing or In Retirement

No Regrets Retirement

How ready clients are for retirement often depends on their finances today. Budgeting strategies can help them stay on track.

Retirement Savings: What's Holding You Back? 

Help clients learn the importance of contributing to their workplace retirement plan.

Trim Down Dining Expenses 

Clients can see how to cut every day costs to free up money to save in their retirement plans.

Hope Is Not a Strategy 

Many people hope they're saving enough for retirement. Help clients go from "hoping" so to planning to have enough.

Develop Your Retirement Savings Portfolio

Use this flyer to help your clients understand the investment options available for a balanced retirement portfolio.

IRAs Can Help You Reach Your Retirement Goals

Compare the benefits between the Traditional and Roth IRA and help clients decide which type of IRA is right for them.

Recipes for a Healthy Portfolio

A proper asset allocation can potentially give clients a better chance at retirement success.

Slow to Start Saving for Retirement?

Whether your clients got a late start or just haven’t been saving enough, here are some ideas to help them make up for lost time.

Life Happens

When life changes occur, clients need to stay focused on the future. Share tips to help them keep their retirement savings on track.

Saving Enough for Retirement?

Help your clients review their savings at key checkpoints in life to identify and overcome possible gaps.

Retirement Income: Shape Your Retirement Reality 

Living in retirement will be very different from working toward it. Review our six retirement income videos for help with developing a plan for clients to transition from saving to spending.


If you are within ten years of retirement, or already retired, a retirement income plan may give you a better chance at helping make your money last for as long as you need it.

Picture It

One of the most important, but often overlooked, steps for retirement is to visualize what you want it to look like, then prioritize your life goals. Taking this step will help you determine what you want retirement to look like and if you’ll have enough money to pay for it.

Pay for It

After you have a good idea of what you want retirement to look like, you'll want to develop a realistic budget. Doing so can also help you see if you’re on track with your savings.

Plan It - Risks

After years of savings, it's important to know the key risks your money could still face after you retire. Understanding these risks can help you plan now.

Plan It - Strategies

A retirement income strategy can help you decide how to divvy up your savings and convert it into a steady income that will need to last the rest of your life. We'll walk you through three popular strategies so you can begin to develop your own.

Position It

Your retirement portfolio will be just as, or even more, important as your pre-retirement portfolio. Review some key principles to consider when choosing investments.

After Your Last Paycheck, Taxes Don't Retire

Find tips and facts about the third largest expense in retirement.

Will Health Care Costs Break Your Retirement?

Participants nearing or in retirement need to consider future health care costs. Review facts and tips for planning for this major expense.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

"Financial FYI" is a registered mark of American Century Proprietary Holdings, Inc.