Retirement | Terri Hoffman

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.

Timing Your Retirement

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

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Rightsizing for Retirement

What does your home really cost?

You can DIY guaranteed income with these 3 tips

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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

How does an annuity work?

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

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Choose Your Own Retirement Adventure

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

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

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.

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Risk Tolerance: What’s Your Style?

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

18 Years Worth of Days

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

Working With A Financial Professional

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

Retirement Plan Detectives

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

A Fruitful Retirement: Social Security Benefit

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

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Articles

Why annuities are in demand

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

3 important insurance considerations for retirees

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

Three Key Questions to Answer Before Taking Social Security

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

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

Tax-efficient retirement strategies

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

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Videos

Retirement and Quality of Life

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Leaving Your Lasting Legacy

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

The Long Run: Women and Retirement

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

Retiring the 4% Rule

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

Working With A Financial Professional

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

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