Retirement | Gayle Logan

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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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?

Understanding Your Benefits: Planning for Service Members

Service members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits.

Retirement Plan Detectives

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

The Cost of Procrastination

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

When Financial Health Meets Mental Health

Money is the number one source of stress for 75% of Americans. Learn to better manage financial anxiety with these pointers.

Saving Early & Letting Time Work For You

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

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

The Pre-Retirement Checklist

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Retirement Plan Detectives

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

Perception vs. Reality

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retiring the 4% Rule

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

Preparation is the Key to Retirement

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

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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Articles

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

All That Matters: A Holiday Special

Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.

Should You Consider a Roth Conversion?

From counteracting portfolio losses to bailing out your heirs, here’s five reasons a Roth conversion might be your best move.

Retirement Income and the Traditional Portfolio

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

"I'm Not Getting Older - I'm Getting Better!"

Why turning a blind eye to aging risks your financial well-being – and what to do about it.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

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Videos

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.

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?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

How to Bake a Pie-R-A

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

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