31111 Agoura Road
Suite 200
Westlake Village, CA 91361
(818) 540-6967

 

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.

 
 
 
Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

The Pre-Retirement Checklist

The Pre-Retirement Checklist

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

Understanding the SECURE Act

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

 

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

9 Facts About Social Security

There are things about Social Security that might surprise you.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

How Will Working Affect Social Security Benefits?

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

View all articles arrow

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

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

My Retirement Savings

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

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.

View all presentations arrow

Encore Careers: Push Your Boundaries

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

The Long Run: Women and Retirement

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

Retiring the 4% Rule

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

View all videos arrow