Retirement | Rich Beckley

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.

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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Timing Your Retirement

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

Gen Xers: 5 ways to prepare for retirement today

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

6 tips for retirement planning

Retirement can sound like a dream. To help ensure that your retirement truly is dreamy, it’s wise to plan ahead

Retirement planning during divorce

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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How to Bake a Pie-R-A

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Rightsizing for Retirement

What does your home really cost?

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

The Long Run: Women and Retirement

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

Leaving Your Lasting Legacy

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

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Articles

How to prepare your business for a transition

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

How to fund your charitable giving in retirement

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

Volunteering in Retirement

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

Have you taken these key estate planning steps?

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

You can DIY guaranteed income with these 3 tips

Get guaranteed retirement income with an annuity. Here’s how.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

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Videos

Leaving Your Lasting Legacy

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

Rightsizing for Retirement

What does your home really cost?

Retirement Plan Detectives

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

18 Years Worth of Days

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

Timing Your Retirement

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

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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