Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

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How to Retire Early

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.

The SECURE Act offers new opportunities for individuals and

The SECURE Act offers new opportunities for individuals and

The SECURE Act was signed into law in December 2019, and some of its provisions may have a significant impact on your...

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Dentist

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The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Gain control of workload with time blocking

I thought you might be interested in reading the latest GPS Practice Insights blog.

What happens if I withdraw money from my tax-deferred invest

Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Annual Review

A lot can happen in the course of a year.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

Retiring the 4% Rule

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

Rightsizing for Retirement

What does your home really cost?

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