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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Things to consider before retirement.
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.
There are common mistakes you can avoid when saving for retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The earlier you start pursuing financial goals, the better your outcome may be.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Around the country, attitudes about retirement are shifting.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.