Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The earlier you start pursuing financial goals, the better your outcome may be.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Taking regular, periodic withdrawals during retirement can be quite problematic.
To choose a plan, it’s important to ask yourself four key questions.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Lifestyle considerations in creating your retirement portfolio.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Make your retirement as exciting as your next vacation.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
For women, retirement strategy is a long race. It’s helpful to know the route.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are three things to consider before dipping into retirement savings to pay for college.