Retirement | Focused Financial Solutions

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. 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.

The Power of Tax-Deferred Growth

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

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Power of Tax-Deferred Growth

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