Featured resources


Tools and calculators

Tools and calculators

Use our resources to help you plan for retirement.

Life insurance: What’s right for you?

Life insurance: what’s right for you?

Find out which type and how much is right for you and your family.

lc-inv-investments-FAQ-5678-article-NFW-1850AO.7-thumb

Investment FAQs

Find answers to frequently asked questions about investing with Nationwide.

Annuities


Annuity videos

Annuity videos

Our videos can help you learn about the different annuities available to assist you in retirement.

What is an annuity

What is an annuity?

Discover how annuities can help protect your retirement income, legacy and spouse.

Why choose an annuity

Why choose an annuity?

Learn about the benefits and features annuities can offer as you prepare for the future.

Finding the right fit

Finding the right fit

Learn more about which annuity may be right for you.

Variable annuities

Variable annuities

When you need the greatest opportunity for growth.

Fixed indexed annuities

Fixed indexed annuities

When you’d like the chance for upside growth but still want some protection from market downturns.

Immediate annuities

Immediate annuities

When you’re looking for income you can count on with a set schedule.

Fixed annuities

Fixed annuities

When you’re looking for growth without exposing your money to market risk.

Annuity riders and features

Annuities riders and features

Learn how to customize the policy to meet your individual needs.

What do annuities cost?

What do annuities cost?

Understanding your investment.

Investing basics


international opportunity infographic

Tap into global growth potential

See why diversifying your portfolio with international investments may help you reach your long-term goals.

Developing and emerging markets

Developed vs. emerging markets

Knowing the difference between these opportunities should help as you consider investing internationally.

business cycle

Investing with the business cycle

Knowing about the business cycle and where we are now can help you find investment opportunities.

yield curve

Gain insight from the yield curve

Understanding the yield curve and what it reveals about the economy can help you better prepare your portfolio.

Glossary of financial terms

Glossary of financial terms

Read these simple definitions and explanations of some commonly-used terms.

Different types of investments

Investment types

Learn about the various types of investments, and which ones align best with your own goals.

What is tax deferred investing?

Tax-deferred investments

Learn how tax-deferred investments work.

preparing for tax season

Preparing for tax season

Get an overview of changes in the federal tax code that may impact your current tax filing.

Annuity Fees and Charges

Annuity fees and charges

Learn about standard fees that may be deducted from your payments and cash value.

Investment allocation

Asset allocation

Manage market risk through diversification.

Dollar cost averaging

Dollar cost averaging

Learn about the benefits of regular, periodical investing.

Compounding interest

Compounding interest

Discover how your investments earn money over time.

How to rebalance your portfolio

How to rebalance your portfolio

Learn about rebalancing your investments in order to stay on track with your ultimate financial goals.

Choosing subaccounts

Choosing subaccounts

Learn how to choose the underlying investments for your variable annuity.

Common investing errors

Common investing errors

Avoid the four most common investing errors.

Financial ups and downs

Financial ups and downs

Understand market cycles and how they affect your portfolio’s performance.

Money management worksheets

Money management worksheets

Organize your financial plan and records using our financial worksheets.

Individual retirement accounts

Individual retirement accounts (IRA)

Learn how an IRA may help you invest for retirement.

Expand your choice of investments

Expand your choice of investments

Few retirement plans can give you the level of choice that an IRA does.

Financial advisor conducting a risk tolerance assessment

What is Your Retirement Investing Risk Tolerance?

Figure out how much risk you are willing to take when investing for retirement.

Charitable trust

How to Use a Charitable Trust to Leave Your Legacy

Leave your legacy to a cause you care about with a charitable gift fund.

Learn how to start a college fund

How to start your child’s college fund

Learn how you can start an early college fund for your child.

Estate planning checklist

What is estate planning?

Use this checklist to ensure your family and estate are covered after your passing.

Setting up a trust fund

Setting up a trust fund

A trust fund can give you more control over what happens to your assets.

writing a will

How to write a will

Learn some useful tips for writing your will.

Man and Woman shopping

Saving change in a jar now happens digitally

Save up fast with an online money jar, many apps offer ways to save.

Man holding baby

Legacy giving

What to know about gifting property within a family.

Investing Questions to Ask

These are 5 investing questions you should ask yourself and financial advisor regularly.

Top 10 Retirement Tips

Retirement Advice from Real Retirees

Here are 10 important tips from current retirees that can help you plan for your own retirement.

Deciding to pay off debt or save

Should you pay off debt or save?

Find out if you should pay off your debt before saving money.

Life insurance answers


How do I choose a beneficiary?

How do I choose a beneficiary?

Learn how to choose your primary and secondary life insurance beneficiaries.

life insurance portability

What is portable life insurance?

See the benefits of buying your own life insurance policy.

Why do I buy life insurance?

Why do I buy life insurance?

Get four good reasons for buying life insurance.

girl playing in backyard with parents

Choosing the right life insurance

Learn how to choose the best option for your family.

Life Insurance Comparison

Life insurance comparison

Compare the four types of life insurance to find the features and characteristics you’re looking for.

reasons to buy life insurance

Protect the ones you care about

Life insurance is a great way to protect the people in your life who matter the most to you.

How much life insurance?

How much life insurance?

Learn how to arrive at the right amount of life insurance for your particular needs.

Should I Get Permanent Life Insurance?

Should I Get Permanent Life Insurance?

Find out the benefits of having a permanent life insurance policy.

How to Prepare for a Life Insurance Exam

How to Prepare for a Life Insurance Exam

Learn some simple ways you can prepare for a life insurance medical exam.

How Much Does Life Insurance Cost?

How Much Does Life Insurance Cost?

Find out the average costs of life insurance and what factors impact life insurance rates.

lc-14-benefits-of-perm-life-ins-icon-art

Benefits of Permanent Life Insurance

Learn some of the differences between permanent and term life insurance as well as some of the benefits of choosing a permanent insurance policy.

Life insurance situations


Life insurance solutions

Life insurance solutions

Find solutions for your situation.

Leave money to your heirs

Leave money to your heirs, not the IRS

Life insurance can help your beneficiaries avoid income taxes.

Paying for your child’s education

Paying for your child’s education

Find out how life insurance may help with college.

Think about life insurance as an asset

Think about life insurance as an asset

A life policy may be a valuable addition to your portfolio.

lc-ret-charity-35948-icon-art

Leave money to a charity

See how you could leave a larger gift to your favorite charity.

burial insurance to pay final expenses

Leave money to pay my final expenses

Look for life insurance with a death benefit.

Cover your future long-term care costs

Cover your future long-term care costs

Use life insurance to help with long-term care.

Pay off your mortgage

Pay off your mortgage

See how life insurance can help protect your family.

Protect Your Business

Protect your business

Learn several ways life insurance can be a smart way to protect your business.

life insurance video

Protect what you care about

Life insurance is a great way to protect your favorite people as well as your future income – all for less than you think.

Can you change your life insurance policy?

Changing your life insurance policy

Find out when and how to change your life insurance.

Why college students need life insurance

Does Your College Student Need Life Insurance?

Here are three reasons to consider taking out a life insurance policy for your student.

leave a legacy for your family

Leaving a Legacy for Your Family

Find useful tips on how to leave a legacy for your family.

Mutual fund basics


Types of Mutual Funds

Types of mutual funds

Find a type of mutual fund that may work with your goals, time frame and risk tolerance.

Choosing a mutual fund

Choosing a mutual fund

Learn about the facts to consider when selecting mutual funds with your financial advisor.

Dividends and capital gains

Dividends and capital gains

Learn how dividends and capital gains are paid.

Preparing for retirement


Watch our videos

Watch our videos

This information can help you make decisions about managing your money and planning for retirement.

lc-ret-ret-in-reach-6443-article-NFW-3980AO.1-thumb

Do you have a retirement date in mind?

Find out how to get on track for the date you want.

Women and Retirement

Women and retirement

Women may have additional challenges when it comes to saving for retirement.

Budgeting your money

Budgeting your money

Managing your money now may help you meet your long-term goals.

Peer Comparison Tool

Make your retirement date a reality

Find out how your 401(k) contributions and savings balance compares to your peers.

Why you should participate in a retirement plan

Why you should participate in a retirement plan

Get information about how to get the most out of your retirement savings plan.

Smart things to do with your 401(k)

Smart things to do with your 401(k)

Discover seven important tips on how to use your 401(k) to help you reach your retirement savings goal.

What if your company doesn’t offer a plan?

What if your company doesn’t offer a plan

Learn about other ways to work toward your retirement goals.

What if your company doesn’t offer a match

What if your company doesn’t offer a match

You may feel the burden of building your own retirement assets, but you have options.

Sources of income in retirement

Sources of income in retirement

Understand where your income could come from in retirement.

When to take social security

When to take social security

Learn when to start your Social Security benefits.

Financial road map

Financial road map

Create a plan to help you reach your financial goals.

Facts about health care in retirement

Facts about health care in retirement

Knowing the basics of healthcare expenses can make your financial planning easier.

Retirement & health care

Retirement & health care

Wondering about health care and costs after retirement?

Couple discussing financial planning in their 40s with an advisor

How to Save and Build Wealth in Your 40s

Learn the steps you should be taking in your 40s to reach your financial goals and be prepared for retirement.

Average retirement savings by age

Average retirement savings by age

Learn what the average American is saving to put your progress in perspective.

Woman looking over papers trying to decide if she needs a financial planner

Do I Need a Financial Advisor?

Learn the questions you should be asking when you consider getting a financial advisor.

Women discussing how much she should contribute to her 401(k) with a financial advisor

How Much Should I Contribute to My 401(k)?

Learn how much you should be contributing to your 401(k).

woman sitting outside thinking about saving for retirement early

Saving Early for Retirement Video

Watch this video for some advice on saving for retirement as a young adult.

Man calculating how much he should be saving for retirement

Quiz: How Much Do You Need to Save for Retirement

Take this quiz and find out how much you should be saving per month for retirement.

lc-9-key-person-insurance-icon-art

What is Key Person Insurance?

Find out how key person life insurance can protect your business if you lose a key employee.

Your company’s retirement plan


Decide to enroll

Decide to enroll

Learn about factors to think about as you consider enrolling in your 401(k) retirement plan.

Questions to ask your employer

Questions to ask your employer

Consider asking these questions when starting a new job or enrolling in a retirement plan.

Earn more with an employer match

Earn more with an employer match

If your employer matches a portion of your contributions, consider contributing at least enough to get the full match.

You may be enrolled automatically

You may be enrolled automatically

Your employer may enroll you in a plan automatically. Learn how that may help prepare you for retirement.

Over 50? Consider catch-up contributions

Over 50? Consider catch-up contributions

Learn about catch-up provisions for your 401(k) retirement plan.

retirement planners

Are you on track for retirement?

Use the My Interactive Retirement PlannerSM to find out how much you’ll need to save for retirement.

Enroll in your retirement plan

Enroll in your retirement plan

It’s never too early to start investing for retirement.

lc-dol-fiduciary-rule-impact-on-retirement-plans-icon-art

Fiduciary standards for retirement plans

Learn how your company's retirement plans will be impacted by the new rules.

lc-NFW-7499AO-RP-Readiness-icon-art

Retirement Readiness experience

Get a personalized snapshot of your retirement readiness outlook.

What are employee benefits

Employee Benefits Guide

Learn the different types of benefits your employer might offer.

Share Article