Retirement | Francis McGrail

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.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Retirement Plan Detectives

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

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Leaving Your Lasting Legacy

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

Money-Saving Tips for Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

New Ways to Give in a New Phase of Life

Want to give back without giving up your retirement? Discover new ways to give back in retirement.

Tax Strategies for Retirement Account Withdrawals

Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.

Tips for Improving Your Financial Health into Retirement

Here are ten key steps to help improve your financial health and make the most of your retirement years.

7 Questions to Consider in Retirement

Explore these must-ask questions for pursuing and living out your dream retirement.

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My Retirement Savings

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

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.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

The Power of Tax-Deferred Growth

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

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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.

Retiring the 4% Rule

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