Retirement | Jody McAuley

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.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

After You Max Out Your 401(k)

Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

Retirement Plan Detectives

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

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Planning for the Future of Social Security: 2025 Update

What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

Ten Financial Resolutions for Young Adults

Now that you’re out of your parents’ house and on your own, here’s how to build a solid financial footing for yourself.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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Leaving Your Lasting Legacy

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Retiring the 4% Rule

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Articles

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

"I'm Not Getting Older - I'm Getting Better!"

Why turning a blind eye to aging risks your financial well-being – and what to do about it.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

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Videos

Retirement Plan Detectives

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Leaving Your Lasting Legacy

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

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

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

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