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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.

Additional Resources: Articles  and Videos 

Video: Retirement Education

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Investment Strategies for Retirement:

Slide Presentation: Investment Strategies for Retirement

You have probably given a lot of thought to what your dream retirement will look like. Now it is time to decide how you are going to pay for it. Like the rest of life, retirement doesn’t come with guarantees. But a sound investment strategy is an excellent start toward helping you pursue your retirement goals. When approaching the retirement years, certain questions take on paramount importance.

1. Barring unforeseen circumstances, how long should we expect retirement to last?

2. How can we potentially determine what this new phase of life may cost?

3. What sources of income do we anticipate having?

4. What investment strategies can help us pursue the goals we have for our retirement?



Inside Look at Retirement Living

Slide Presentation: Inside Look at Retirement Living

Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living because in order to pursue your goals and dreams for retirement, it is necessary to determine a strategy for your future. Otherwise, your choices may be limited and your options few. Let's review:

1. “The Tale of Two Retirements.”

2. “A Look at Healthcare and Social Security.”

3. “Understanding Inflation and Spending.”

4. “Strategies for Retirement Living.”