Retirement | Kevin Farmer

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.

How to Bake a Pie-R-A

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

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RE: Retirement

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

Planning for the Future of Social Security: 2025 Update

What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

Rightsizing for Retirement

What does your home really cost?

Volunteering in Retirement

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

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.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Your Plan to an Effective Business Sale

How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.

When to Take Your Social Security Benefit: A Key Decision

Four key considerations for when to take your social security benefit.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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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.

Retirement Plan Detectives

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Power of Tax-Deferred Growth

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

Rightsizing for Retirement

What does your home really cost?

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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Articles

Using Liquidity in Retirement To Beat Inflation

While inflation can increase the risk of a down market early in retirement, you might have some options.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Dear Reader

Mike Antonelli shares a list of things he believes about the world.

Navigating the Risks of Retiring in a Bear Market

A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.

How Do You Know When To Retire?

Before you hang it up for good, ask yourself these 7 questions.

Where Should You Retire?

Here’s what to consider when choosing where to retire, along with cities that may align best with your retirement needs.

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Videos

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Long Run: Women and Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

How to Bake a Pie-R-A

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

View all videos