Retirement | Adam R. Lulow CRES, CEPA, WMCP®, RFC

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.

Leaving Your Lasting Legacy

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

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Should You Tap Retirement Savings to Fund College?

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

How Will Working Affect Social Security Benefits?

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

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Emergency Fund Calculator

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

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

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

IRA Income

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

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Should You Tap Retirement Savings to Fund College?

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

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Timing Your Retirement

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

Risk Tolerance: What’s Your Style?

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