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

Athlete

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

Featured Presentation

Investment Strategies for Retirement

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

Elder Care

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

Money that Buys Good Health is Never Ill Spent

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

Dentist

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

• Articles

  Volunteering in Retirement

  For many, retirement includes contributing their time and talents to an organization in need.

  Thinking of Retiring Abroad?

  However exciting retiring abroad may sound, it deserves considerable planning.

  The Cost of Procrastination

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

  How Will Working Affect Social Security Benefits?

  Knowing the rules may help you decide when to start benefits.

  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

  Three Key Questions to Answer Before Taking Social Security

  When to start? Should I continue to work? How can I maximize my benefit?

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• Calculators

  Saving for Retirement

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

  My Retirement Savings

  Estimate how long your retirement savings may last using various monthly cash flow rates.

  A Look at Systematic Withdrawals

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

  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.

  Self-Employed Retirement Plans

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

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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.

  View all presentations

• Videos

  Business Planning

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

  Life in a Box

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

  Elder Care

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

  Perception vs. Reality

  There’s an alarming difference between perception and reality for current and future retirees.

  Athlete

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

  Preparing For the Ultimate Vacation

  Make your retirement as exciting as your next vacation.

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