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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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As health care progresses, people are living longer, which means your retirement could last 30 years or more. Are you financially prepared? Regardless of your age or retirement goals, the best time to start saving is now. Call me to discuss the steps you can take to establish your nest egg.
Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?
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).
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
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There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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Explaining the SECURE Act and how the changes affect your retirement strategy.