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!

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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?

9 Facts About Social Security

There are things about Social Security that might surprise you.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

View all articles

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.

Inflation & Retirement

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

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

Rightsizing for Retirement

What does your home really cost?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Athlete

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

View all videos