400 Locust Ave., Suite 2, Charlottesville, VA 22902
434-202-2521
How does your ideal retirement differ from reality, and what can we do to better align the two?
Why are 401(k) plans, annuities, and IRAs so popular?
Even low inflation rates over an extended period of time can impact your finances in retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Lifestyle considerations in creating your retirement portfolio.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.