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.
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Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This checklist can give you a quick snapshot of how prepared you are.
Explore the growing influence women wield over the economy with this handy infographic.
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.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
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.
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Make your retirement as exciting as your next vacation.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.