Retirement Planning

Where Will Your Retirement Money Come From?

If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role in your retirement savings. Our role is to help you create a retirement plan by understanding your unique circumstances and help you determine your retirement goals.

Once we 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. Whether it's a money purchase pension plan or a 403(b), we will help determine the most suitable investments for you and implement the retirement plan based on your needs.

Retirement Resources

Saving for Retirement Calculator - This calculator is the perfect retirement planner tool that can help you estimate how much you may need to save for retirement.

Inflation & Retirement Calculator - It may surprise you how fast inflation can erode purchasing power. This calculator is designed to help you estimate how much more income you may need at retirement to keep your same standard of living that you have today.

RMD Calculator - Help determine the required minimum distribution (RMD) from an IRA or other qualified retirement plan.

401(k) Calculator - This calculator compares emplpyee contributions to a Roth 401(k) and a traditional 401(k).

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

Navigating Retirement Pitfalls Article - This article discusses the potential pitfalls individuals can encounter and may help you to avoid falling into them in the future.

9 Facts about Social Security Article - We all think we know how it works, but how much do you really know about Social Security? This article shares 9 facts about Social Security that may surprise you.