Retirement | Jeffrey Benowitz CLU,ChFC

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 Plan Detectives

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

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18 Years Worth of Days

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

How does an annuity work?

Five things to consider before adding an annuity to your retirement income plan.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

3 important insurance considerations for retirees

In retirement planning, evaluating your insurance policies is a good policy.

How to consider inflation into your retirement strategy

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

How to manage your retirement income concerns

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

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18 Years Worth of Days

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

Retiring the 4% Rule

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

Preparation is the Key to Retirement

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

Timing Your Retirement

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

How to Bake a Pie-R-A

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

Risk Tolerance: What’s Your Style?

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

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Articles

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Building a foundation for retirement in your 30s

In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

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.

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

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Videos

A Fruitful Retirement: Social Security Benefit

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

Retirement Accounts When You Change Your Job

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

Timing Your Retirement

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

The Long Run: Women and Retirement

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

Preparation is the Key to Retirement

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

Leaving Your Lasting Legacy

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

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