Retirement Resources

Retirement income is the #1 concern of investors today.  Retirement Income - Defining the Issues

Many people, like you, have spent years accumulating assets for retirement through 401(k)s, IRAs and traditional investment accounts.  But with risks such as the rising cost of health care, changes in pension coverage, market and economic uncertainties, and greater life expectancy, how can you protect what you’ve worked your whole life for while maintaining the lifestyle you’ve become accustomed to?  I can help you mitigate these risks by working with you to determine the right mix of investments to meet your retirement income needs while implementing strategies that can help you towards achieving your goals.

By working with you to develop a retirement income plan that charts the course for your future, I can help address your most important retirement questions, including:

  • How likely am I to meet retirement goals given projected asset, income & spending levels?
  • What changes in investment strategy or savings rate could increase retirement income?
  • Will I have enough income to last the rest of my life?
  • What retirement age and annual spending alternatives might I consider?
  • What solutions may address any potential shortfalls?



2016 IRA Rollover Flyer

Benefits of Rolling Over an Old 401(k)

In-Service Retirement Plan Distributions



Please click the following thumbnail images to learn more:


<< Planning for Health Care Costs in Retirement






Investing for Retirement Income >> 




For a FREE COPY of "Retirement Income: The Transition Into Retirement"CLICK HERE