Retirement | Marcel Santos, CFP®

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Encore Careers: Push Your Boundaries

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

Healthcare Costs in Retirement

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

SECURE Act 2.0: An Overview

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

Why You Should Invest in Your 401(k)

Did you know that your savings can compound over time?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Tips for Improving Your Financial Health into Retirement

Here are ten key steps to help improve your financial health and make the most of your retirement years.

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My Retirement Savings

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

Assess Your Life Insurance Needs

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

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.

Simple 401k

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Inflation & Retirement

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

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Timing Your Retirement

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Perception vs. Reality

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

How to Bake a Pie-R-A

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