Retirement | Nichol Rogers, CFP®

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.

Retirement and Quality of Life

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

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How to Bake a Pie-R-A

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

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Rightsizing for Retirement

What does your home really cost?

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Myth-Busting Wealth Management

Why the critical role of a financial advisor should not be underestimated.

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.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

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The Power of Tax-Deferred Growth

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

Retiring the 4% Rule

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

Preparation is the Key to Retirement

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

Retirement and Quality of Life

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

Perception vs. Reality

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Articles

Myth-Busting Wealth Management

Why the critical role of a financial advisor should not be underestimated.

Financial Planning for Service Members

A guide for service members who hit their ETS date or retired as U.S. military to take advantage of their financial benefits.

The New Retirement Risk: Outliving Your Portfolio

Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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.

Rethinking Retirement

Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.

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Videos

The Long Run: Women and Retirement

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

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 Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Bake a Pie-R-A

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

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.

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