Retirement | Daryl Smith

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.

A Bucket Plan to Go with Your Bucket List

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

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Perception vs. Reality

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Encore Careers: Push Your Boundaries

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

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

FIRE Retirement

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

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.

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.

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IRA Income

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

Assess Your Life Insurance Needs

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

Emergency Fund Calculator

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

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Estimate Your RMD

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

Inflation & Retirement

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

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Retirement Accounts When You Change Your Job

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

Perception vs. Reality

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

Top 5 Things to Tell Your Financial Pro

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

Dreaming Up an Active Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: By the Numbers

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