Retirement | Jeff Tibbs

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.

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.

Have A Question About This Topic?

The Power of Tax-Deferred Growth

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

Inside the Gender Wage Gap

Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

View all articles

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Perception vs. Reality

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

View all videos

Articles

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.

Should You Consider a Roth Conversion?

From counteracting portfolio losses to bailing out your heirs, here’s five reasons a Roth conversion might be your best move.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

View all articles
Videos

Retirement Plan Detectives

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

Leaving Your Lasting Legacy

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

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Rightsizing for Retirement

What does your home really cost?

How to Bake a Pie-R-A

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

View all videos