Retirement | Christine Schlicker

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 and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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How to Bake a Pie-R-A

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

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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?

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Saving Early & Letting Time Work For You

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

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Deciding When to Take Social Security

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

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IRA Income

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

Emergency Fund Calculator

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

Inflation & Retirement

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

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

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.

Annuity Comparison

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

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Timing Your Retirement

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise 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?

Top 5 Things to Tell Your Financial Pro

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