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At first blush, planning for retirement might seem a little intimidating. So many questions; so many possibilities; and a long road full of twists and turns between here and there. This guide is designed to help you more easily navigate that road – offering information, insights and resources to help you make more informed retirement planning decisions.
No matter where you are in the retirement planning process – from those just getting started to current retirees – we provide calculators, worksheets and clear action steps that can improve your efforts and keep you on track. The guide is divided into four sections, with each section requiring only a few minutes of time to review:
While there are many common questions such as,
There are no universal answers to even the most common questions. That’s why talking with an advisor can be so important. Call 877.962.9032 and get connected with a SunTrust Investment Services advisor who can answer these and other retirement questions.
Your Social Security benefit can vary greatly depending on the age at which you begin receiving benefits, your pre-retirement income, and possibly other sources of income you have in retirement. Use this calculator to help estimate how much you (and your spouse) can expect.
The changes to the tax code are impacting mortgage interest deductions, but perhaps not as significantly as expected. Here are some things to be aware of when helping your clients during the process.
Chief Market Strategist Keith Lerner recently joined CNBC’s Squawk on the Street to discuss buying opportunities, leading and lagging sectors and our continued bullish outlook.
How technological trends—from mobile apps to social media to digital mortgage options—are improving the mortgage application process.
While millennials comprise the largest percentage of first-time home buyers, the make up of first-time home buying activity is not exclusive to one generation. Here are some interesting home buying trends.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
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