Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, 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 in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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Rightsizing for Retirement

What does your home really cost?

Don’t Let Bad Financial Habits Haunt Your Retirement

When it comes to retirement, some people can quit working and fall immediately into good money habits that they’ve practiced for years.

A Fruitful Retirement: Social Security Benefit

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

Tax-Advantaged Retirement Strategies

Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.

Infographic: Women Are Financially Savvy

Women Are Financially Savvy. Yet, there are still unique challenges working against women in retirement.

Retirement Myths for Women

The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.