Retirement | Richard Bingaman

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.

Risk Tolerance: What’s Your Style?

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

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How to Bake a Pie-R-A

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

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Using Liquidity in Retirement To Beat Inflation

While inflation can increase the risk of a down market early in retirement, you might have some options.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Who Is Your Trusted Contact?

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

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement and Quality of Life

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

Retiring the 4% Rule

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

Retirement Plan Detectives

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

Leaving Your Lasting Legacy

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

Encore Careers: Push Your Boundaries

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

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Articles

8 Financial Milestone Birthdays

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

In the Markets Now: Attention, Please

With a buffet of information at our finger tips, what are the biggest risks to investors reaching their long-term goals?

Relaunching Your Career: 5 Tips To Get You Started

Coming back from a career break? It may seem overwhelming, but these simple tips can help.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Should You Consider a Roth Conversion?

From counteracting portfolio losses to bailing out your heirs, here’s five reasons a Roth conversion might be your best move.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

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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.

RE: Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring the 4% Rule

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

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.

A Fruitful Retirement: Social Security Benefit

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

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