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.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
Have A Question About This Topic?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are common mistakes you can avoid when saving for retirement.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
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.
What does your home really cost?
Planning your financial future is a journey you don’t have to walk alone.
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Make your retirement as exciting as your next vacation.
For women, retirement strategy is a long race. It’s helpful to know the route.
As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.