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.
Here are five facts about Social Security that might surprise you.
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Learn how to address the challenges that women face when planning for retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are 5 reason why you may consider working through retirement.
Explore the growing influence women wield over the economy with this handy infographic.
In retirement, you finally have time to enjoy the rewards of your life’s efforts. Don’t let worrying about finances put a cloud over your exciting next chapter. WealthLink, your personal financial website, can help you easily and securely manage your retirement assets. I’d love to show you how. Call me.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
Around the country, attitudes about retirement are shifting.
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.