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.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Athlete
There’s a lot on the line when managing your finances. I can coach you through the tough decisions.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
FIRE: Four Things You Need to Know About This Hot Retirement
Have you heard of the retirement trend called Financial Independence, Retire Early or FIRE?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The SECURE Act offers new opportunities for individuals and
The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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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.
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Annual Review
A lot can happen in the course of a year.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Dentist
You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.
Life in a Box
What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.