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.

Featured Video

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.

Featured Presentation

An Inside Look at Retirement Living

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

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.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

• Articles

  Is a SEP-IRA Right for Your Business?

  For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

  Retirement Traps to Avoid

  Beware of these traps that could upend your retirement.

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

  Where Will Your Retirement Money Come From?

  Retirement income may come from a variety of sources. Here's an overview of the six main sources.

  Live your golden years in financial comfort

  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.

  Social Security Benefits: How Much Will I Receive

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

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• Calculators

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

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

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

  Saving for Retirement

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

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  Self-Employed Retirement Plans

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

  Estimate Your RMD

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

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• Presentations

  An Inside Look at Retirement Living

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

  Investment Strategies for Retirement

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

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• Videos

  Elder Care

  They may not admit it, but as your parents age they might need your financial help.

  Business Owner

  It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

  Athlete

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

  Dreaming Up an Active Retirement

  When you retire, how will you treat your next chapter?

  A Fruitful Retirement: Social Security Benefit

  Taking your Social Security benefits at the right time may help maximize your benefit.

  Dentist

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

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