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.
There’s an alarming difference between perception and reality for current and future retirees.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
For many, retirement includes contributing their time and talents to an organization in need.
When to start? Should I continue to work? How can I maximize my benefit?
Calculating your potential Social Security benefit is a three-step process.
This early financial decision could prove helpful over time.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Why are they made again and again? Making sense of these errors in judgement.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.