Retirement | Close Reach Financial Planning

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Encore Careers: Push Your Boundaries

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

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Social Security: By the Numbers

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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Simple 401k

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

My Retirement Savings

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

Estimate Your RMD

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

Emergency Fund Calculator

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

Inflation & Retirement

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

The Power of 401k Catch-Ups

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

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The Long Run: Women and Retirement

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Top 5 Things to Tell Your Financial Pro

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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.

Social Security: By the Numbers

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