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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This checklist can give you a quick snapshot of how prepared you are.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A change in your mindset during retirement may drive changes to your portfolio.
Beware of these traps that could upend your retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
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How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What does your home really cost?
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.