Retirement

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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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Seeking Advice Can Help Ease Fears About Your Financial

Seeking Advice Can Help Ease Fears About Your Financial

October is Financial Planning Month! Let’s get together to create a customized financial plan for you.

Business Owner

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Social Security beneficiaries get the biggest raise since 20

There will be a 2.8% increase in Social Security benefits in 2019. Ask your advisor about filing strategies.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Investing for Retirement... 1% at a Time

Invest for your retirement, 1% at a time. Let’s plan a path towards your retirement goals.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Creative Planning

Turn insight into action with the W&R Wealth Management Site’s creative planning tools.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Annual Review

A lot can happen in the course of a year.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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