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.
Rightsizing for Retirement
What does your home really cost?
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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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
One of the most common questions people ask about Social Security is when they should start taking benefits.
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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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