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.
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Have A Question About This Topic?
Calculating your potential Social Security benefit is a three-step process.
Are women prepared for a 20-year retirement?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Beware of these traps that could upend your retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
Planning your financial future is a journey you don’t have to walk alone.
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
They may not admit it, but as your parents age they might need your financial help.