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.

Top 5 Things to Tell Your Financial Pro

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

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Retirement Plan Detectives

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

Exploring Retirement Plans for Small Businesses

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Exploring Retirement Plans for Small Businesses

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

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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

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

Simple 401k

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

The Power of 401k Catch-Ups

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

Estimate Your RMD

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

Assess Your Life Insurance Needs

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

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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?

Retiring the 4% Rule

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

Risk Tolerance: What’s Your Style?

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

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.

A Fruitful Retirement: Social Security Benefit

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