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.
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
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The uncertainties we face in retirement can erode our sense of confidence.
Explore the growing influence women wield over the economy with this handy infographic.
However exciting retiring abroad may sound, it deserves considerable planning.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For many, retirement includes contributing their time and talents to an organization in need.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
There are three things to consider before dipping into retirement savings to pay for college.
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
A lot can happen in the course of a year.
For women, retirement strategy is a long race. It’s helpful to know the route.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.