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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Athlete

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

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Investment Strategies for Retirement

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

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Executive

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

• Articles

  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.

  The Pre-Retirement Checklist

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

  Is a Variable Annuity Right for Me?

  Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

  3 plans every Gen Xer needs to consider before they turn 50

  Hitting the big 5-0 this year? Discover the plans you should consider to help protect your family and yourself.

  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.

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• Calculators

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  A Look at Systematic Withdrawals

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

  Saving for Retirement

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

  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.

  Annuity Comparison

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

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• Presentations

  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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• Videos

  The Power of Tax-Deferred Growth

  Why are 401(k) plans, annuities, and IRAs so popular?

  Client

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

  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.

  Executive

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

  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.

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