Retirement | Nathan Handlin

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.

Retiring the 4% Rule

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

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RE: Retirement

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

Deciding When to Take Social Security

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

A Fruitful Retirement: Social Security Benefit

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

Caring for Aging Parents

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

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Exploring Retirement Plans for Small Businesses

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

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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Inflation & Retirement

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

Simple 401k

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

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Encore Careers: Push Your Boundaries

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

Timing Your Retirement

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

Leaving Your Lasting Legacy

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

Social Security: By the Numbers

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