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 Planning

Business Planning

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

Social Security: The $64,000 Question

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Client

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Eight Mistakes That Can Upend Your Retirement

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

Three Regrets of Retirees

The road to retirement can be challenging, but avoiding the mistakes made by those who have traveled before.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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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).

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.

Annuity Comparison

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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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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Life in a Box

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

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