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.
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For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Knowing the rules may help you decide when to start benefits.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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How does your ideal retirement differ from reality, and what can we do to better align the two?
There’s an alarming difference between perception and reality for current and future retirees.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.