Learn and plan

From money management basics to complex retirement planning, we've got resources to help you navigate life's challenges.

Content with Learn and Plan Categories Planning for Retirement .

An older woman relaxes outside with a cup of coffee and her dog;.
Health & Wellness Planning for Retirement

Achieving a work-life balance before your retirement can be an important part of staying healthy and preventing burnout. If you’re looking to bring more balance to your life, consider these tips.

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A young family meet with a financial planner over video conference
Home & Family Planning for Retirement

Talking about financial planning can be tough, but meeting with your spouse, children, or grandchildren to discuss financial decisions can better prepare your family for the future.

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A young family walk in the park together

Uncover the benefits of life insurance

Reading Time: 4 minutes
Life Insurance Planning for Retirement

If you want to protect the people you love, life insurance should be an important part of your financial planning. It can provide a meaningful amount of money to your family and give you a way to leave a legacy. However, it can also do a lot more than that.

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Annuities Life in Retirement Planning for Retirement

As you approach your golden years, it’s important to consider your retirement income planning to make sure you have the money you need to enjoy them.

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A young couple look at retirement advice tips
Planning for Retirement

You can find advice from a variety of places and at different price points. If you’re looking for some additional help, here are some no-cost and low-cost options to consider.

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Do you own your financial future?

Reading Time: 3 minutes
Life Insurance Home & Family Planning for Retirement

In times of uncertainty and economic changes, life insurance can be a valuable component to a financial strategy. Unfortunate events can alter your financial future, but there’s a way to help protect your plans.

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An older couple works with a life insurance agent to help with a retirement plan
Life Insurance Planning for Retirement

By having the right life insurance coverage when you retire, you can make it easier for your family to handle finances when you die.

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An older man listen to a podcast to help him with financial literacy.
Budgeting & Debt Management Planning for Retirement

The more knowledge you have about your finances and how to navigate them, the more you’ll be able to make sound decisions to effectively save and invest money for yourself and your family. Here are some financial literacy tips to help increase your financial literacy and make your money work for you.

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An older man sits with his granddaughter as she plays on an iPad

How to retire confidently

Reading Time: 5 minutes
Planning for Retirement

When it comes to retirement finances, many Americans don’t feel confident about their plans. 41% of participants in the recent Midland National survey gave themselves a ‘C’ or lower on retirement planning. Fortunately, you can boost your confidence by taking a few simple steps to ensure you are on the right path to financial security in your golden years.

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An older couple meet with a financial professional to discuss their retirement money
Budgeting & Debt Management Planning for Retirement

The way you handle your finances in retirement is just as important as it was before you left the workforce. You need to ensure you don't outlive your money, so you can enjoy your golden years in comfort. Here are some suggestions on how to be money smart in retirement.

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Annuities Planning for Retirement

To learn more about the changing landscape, Midland National recently surveyed hundreds of individuals about how COVID-19 has impacted their finances. Nearly half of the respondents agreed that the pandemic has influenced the way they manage money and how they save for retirement.

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A black women gardens in retirement.
Planning for Retirement

Whether single, married, widowed, or divorced, women are seeking ways to empower themselves and each other. This is especially true for finances and retirement planning.

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Life in Retirement Planning for Retirement

Retirement should be a time for rest and relaxation. But retiring isn’t always that simple. There are some costs you might not expect. Here are some expenses you might want to look out for when you are planning for retirement.

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early 60s couple reviewing their retirement plans
Planning for Retirement

To help make sure your retirement plan is on track, it’s important to review and determine if you need to update your plan, especially if you’ve experienced a big life event.

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man reviews retirement tips

Tips for late-start retirement planning

Reading Time: 4 minutes
Planning for Retirement

There are many reasons why you may not have already started saving for your retirement. But it’s not too late. You can still build a comfortable nest egg if you make a plan. Here are a few tips that can help you secure your financial future.

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mid 50s couple hiking in redwood forest

How to decide where to retire

Reading Time: 3 minutes
Life in Retirement Planning for Retirement

Now that you’ve retired, you have an important decision to make—where you want to live. Before making your choice it’s a good idea to explore how a new area will affect your lifestyle and well-being. Here are a few suggestions on how to find the best place for you.

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Annuities Planning for Retirement

Tax deferrals that most IRAs, retirement and profit-sharing plans are afforded don’t last forever. Whether you’re ready for retirement income or not, IRS rules require that you start drawing down your savings from certain types of accounts when you reach a certain age.

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