Broker Check

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement. Retirees who have prepared for their retirement usually rely upon three main sources of income: Social Security, individual or employer-sponsored qualified retirement plans, and their own savings or investments. A sound retirement strategy will emphasize qualified plans and personal savings as the primary sources with Social Security as a safety net for steady income.

Where Will Your Retirement Money Come From?

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:

  • Social Security
  • Personal Savings and Investments
  • Individual Retirement accoutns
  • Defined Contribution Plans
  • Defined Benefit PLans
  • Continued Employment
Read Full Article

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
Learn More

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
Learn More

Want To Learn More?  Send Us A Note!

Name
Email
Phone
Question
Thank you!
Oops!