Unsupported Browser Detected

Internet Explorer is not fully compatible with the features of this website. For the best possible experience, please switch to Chrome or Firefox. Click each to download if needed.

You are: individual

I’m an individual or investor looking to take action to help secure my financial future.

I want to tackle the retirement and protection needs of individuals.

I want to learn more about your employer plan solutions and technology.

I want to log in to my account or learn more about retirement planning and enrolling.


I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

Insights & Education

Meet the Retired

In this candid interview series, we speak with a diverse group of retirees about the experiences and decisions that shaped their life in retirement.

Let’s get to know the retirees

Janine, a retired judge

Janine is retired and lives in Hayward, California. Here, she shares smart money moves (like keeping a mug with a compound interest chart printed on it) and mistakes-in-hiding she’s made along the way. She also shares what she would tell her younger self and what she would suggest to those preparing for retirement.

Candice, a retired accountant

Candice is a former self-employed accountant who has retired to San Diego, California. Here, she reflects on the impact of Covid, how stress is different in retirement, and the importance of having a plan.

Arthur, a retired IT director

Arthur is a former law firm IT director who has retired to Englewood, Florida. Here, he reflects on what he wishes he’d done differently while he was still working and how a couple smart money moves helped him and his wife better prepare for life in retirement.

Carla, a retired sales representative and firefighter

Carla is a retired sales representative/firefighter who now lives in St. Petersburg, Florida. Here, she shares what she wishes she’d done differently leading up to retirement, some of the surprises along the way, and how important it is to pay attention to your health.

Elisa, a retired psychology professor

Elisa is a former university professor who has retired to Edwardsville, Illinois. Here, she shares her insight on preparing for retirement, strategies for reducing financial stress, and how she stays busy without a full-time job.

Nick, a retired parking officer, restaurant manager and salesperson

Nick is retired from a multi-profession career and now lives in Salem, Oregon. Here, he reflects on how Covid impacted his work life, the importance of smiling, and why having a plan for physical and financial fitness is an important part of preparing for retirement.


These interviews are published for educational use only, and are not intended to provide financial, legal, fiduciary, accounting or tax advice, nor are they intended to make any recommendations. Experiences presented may not be representative of the experiences of other individuals. Please consult with the appropriate legal, financial, or tax professional regarding your situation.


These interviews have been provided anonymously, and no direct or indirect compensation was provided in return for such interviews. The interviews have been modified for content. Names and images are for illustrative purposes only.