Retirement | Jeff Young

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.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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Social Security: By the Numbers

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

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Should You Tap Retirement Savings to Fund College?

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

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Planning for Today’s Retirement Reality

As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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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.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

The Power of 401k Catch-Ups

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

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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Top 5 Things to Tell Your Financial Pro

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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

How to Bake a Pie-R-A

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Power of Tax-Deferred Growth

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.