Retirement | Jason Grover, AIF®

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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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.

5 Benefits of Working in Retirement

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

Dreaming Up an Active Retirement

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

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

The Cost of Procrastination

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

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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Leaving Your Lasting Legacy

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

Risk Tolerance: What’s Your Style?

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

RE: Retirement

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

Preparation is the Key to Retirement

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

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

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

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Articles

9 Facts About Social Security

There are things about Social Security that might surprise you.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Traditional vs. Roth IRA

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

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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Videos

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?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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.

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.

Retiring the 4% Rule

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

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