Retirement | Resource Financial Group LTD.

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.

RE: Retirement

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

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Working With A Financial Professional

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

Introducing the 530A Accounts

An article explaining 530A Accounts.

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.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Social Security: Maximizing Benefits

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

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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Timing Your Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Rightsizing for Retirement

What does your home really cost?

Encore Careers: Push Your Boundaries

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

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?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.