Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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.

Featured Video

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Featured Presentation

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

• Articles

  5 Benefits of Working in Retirement

  Here are 5 reason why you may consider working through retirement.

  Retirement Seen Through Your Eyes

  What's your vision of retirement?

  Eight Mistakes That Can Upend Your Retirement

  There are common mistakes you can avoid when saving for retirement.

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  Retirement Realities

  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.

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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• Calculators

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  Self-Employed Retirement Plans

  Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Saving for Retirement

  This calculator can help you estimate how much you may need to save for retirement.

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• Presentations

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

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• Videos

  Preparation is the Key to Retirement

  The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

  Retirement Plan Detectives

  A couple become Retirement Plan Detectives, searching records from old employers.

  Social Security: By the Numbers

  Here are five facts about Social Security that might surprise you.

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  Retirement Accounts When You Change Your Job

  This video discusses issues related to your retirement accounts when you move on from your job.

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

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