Retirement | Confidere Financial

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.

Preparation is the Key to Retirement

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Rightsizing for Retirement

What does your home really cost?

Roadmap to Retirement: Tax & Investment Strategies

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

8 Financial Milestone Birthdays

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

Is a SEP-IRA Right for Your Business?

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

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

5 Reasons to Invest in Your 401(k)

Did you know that your savings can compound over time?

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My Retirement Savings

See how your current savings rate and contributions may grow into 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.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Preparation is the Key to Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?