Do retirement plans offer information on how to manage your finances in retirement?

Originally answered Sep 8, 2019

The major investment companies (e.g., Fidelity, TIAA, and Vanguard) all offer articles, videos, tools, and personal advice. There are three ways to get information about managing your finances in retirement:

1. Read articles, access online learning, attend free webinars, view videos, and use tools provided on websites.
2. Get free assistance by calling up or meeting in person. Basic advice is available to all current and potential customers of companies like the ones listed above. More in-depth advice is available for customers with larger portfolios.
3. Pay for personal advice and asset management. This is useful for those who need more help. In particular, Vanguard offers low-cost services.

Here are examples of what is available from the three companies listed above.

• Retirement Information

1. Fidelity
2. TIAA
3. Vanguard

• Online Learning

1. Fidelity
2. TIAA
3. Vanguard

• Webinars and Videos

1. Fidelity
2. TIAA
3. Vanguard

• Advisory Services

1. Fidelity
2. TIAA
3. Vanguard

See also What are the best ways to invest money?