Retirement

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.

Have A Question About This Topic?

Thank you! Oops!

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Consumer Spending Spikes During Back-to-School Season

Back-to-school season is in full swing. Do your kids have everything they need for the classroom?

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

Investing for Retirement... 1% at a Time

Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

View all articles

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

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

Self-Employed Retirement Plans

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

Saving for Retirement

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

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

Estimate Your RMD

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

View all calculators

Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

View all presentations

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos