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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Business Owner

Business Owner

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

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Business Planning

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

What Is an Annuity?

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

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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.

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.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

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Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

A Fruitful Retirement: Social Security Benefit

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

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

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