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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Have A Question About This Topic?

Retiring the 4% Rule

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

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Should You Tap Retirement Savings to Fund College?

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

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Eight Mistakes That Can Upend Your Retirement

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

Healthcare Costs in Retirement

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

Social Security: Five Facts You Need to Know

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

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

View all articles

IRA Income

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

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

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

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

The Power of 401k Catch-Ups

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

My Retirement Savings

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

View all calculators

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Working With A Financial Professional

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

The Long Run: Women and Retirement

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

Perception vs. Reality

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

Should You Tap Retirement Savings to Fund College?

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