Retirement | Daniel Monahan

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.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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The Power of Tax-Deferred Growth

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

The Hidden Factor That Can Derail Your Legacy

Communication among family members is the key to successfully building and passing down your wealth.

Risk Tolerance: What’s Your Style?

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

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

FIRE Retirement

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

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.

Planning for the Future of Social Security: 2025 Update

What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement and Quality of Life

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

The Power of Tax-Deferred Growth

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Perception vs. Reality

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

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Articles

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.

When to Take Your Social Security Benefit: A Key Decision

Four key considerations for when to take your social security benefit.

Three Alternatives to a Traditional Retirement

With a careful plan in place, retirement can look however you want it to. Here’s 3 alternatives to a traditional retirement.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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.

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Videos

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

RE: Retirement

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

A Fruitful Retirement: Social Security Benefit

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

Preparation is the Key to Retirement

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

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

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

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