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.
Here are five facts about Social Security that might surprise you.
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When to start? Should I continue to work? How can I maximize my benefit?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There are common mistakes you can avoid when saving for retirement.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
As our nation ages, many Americans are turning their attention to caring for aging parents.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Doing your research is key before buying a vacation home.
Learn about what risk tolerance really means in this helpful and insightful video.
Taking your Social Security benefits at the right time may help maximize your benefit.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Make your retirement as exciting as your next vacation.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.