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.
They may not admit it, but as your parents age they might need your financial help.
Have A Question About This Topic?
As our nation ages, many Americans are turning their attention to caring for aging parents.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Beware of these traps that could upend your retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Calculating your potential Social Security benefit is a three-step process.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
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 how long your retirement savings may last using various monthly cash flow rates.
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.
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Planning your financial future is a journey you don’t have to walk alone.
As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.