Retirement | Don Roork

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.

The Long Run: Women and Retirement

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

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Top 5 Things to Tell Your Financial Pro

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

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Retirement Accounts When You Change Your Job

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

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Volunteering in Retirement

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

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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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

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.

Simple 401k

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

Inflation & Retirement

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

Estimate Your RMD

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

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Retirement Plan Detectives

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Accounts When You Change Your Job

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retirement Redefined

Around the country, attitudes about retirement are shifting.