Retirement | Kevin Cross

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.

Rightsizing for Retirement

What does your home really cost?

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Retirement Plan Detectives

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

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The Power of Tax-Deferred Growth

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

9 Facts About Social Security

There are things about Social Security that might surprise you.

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.

Protecting the Nest Egg After You're on Your Own

How divorce or the death of a spouse affects a woman’s 401(k), Social Security, and other sources of retirement income.

Preparing for Risks at Every Stage of Life

A guide to protecting your assets, from starting your career to retirement.

What Is a Roth 401(k)?

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

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

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The Power of Tax-Deferred Growth

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

How to Bake a Pie-R-A

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

Retirement Plan Detectives

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

RE: Retirement

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

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Articles

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.

5 Employment Benefits You Might Be Overlooking

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.

The Cost of Procrastination

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

8 Financial Milestone Birthdays

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

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

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Videos

The Long Run: Women and Retirement

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

RE: Retirement

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

The Power of Tax-Deferred Growth

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

A Fruitful Retirement: Social Security Benefit

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

A Bucket Plan to Go with Your Bucket List

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

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