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.

9 Facts About Retirement

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

Rightsizing for Retirement

What does your home really cost?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Thinking of Retiring Abroad?

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

The History of Retirement

Do you know where the idea of “retirement” comes from?

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Volunteering in Retirement

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

View all articles

Saving for Retirement

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

A Look at Systematic Withdrawals

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

Inflation & Retirement

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

Estimate Your RMD

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

My Retirement Savings

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

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

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

View all calculators

An Inside Look at Retirement Living

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

View all presentations

A Fruitful Retirement: Social Security Benefit

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.

Rightsizing for Retirement

What does your home really cost?

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

View all videos