Tallahassee Office

401 East Virginia Street

Tallahassee, FL 32301

Tallahassee Office

401 East Virginia Street

Tallahassee, FL 32301

Retirement

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.

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Retiring the 4% Rule

Retiring the 4% Rule

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

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Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Your Changing Definition of Risk in Retirement

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

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

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

Rightsizing for Retirement

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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Retiring the 4% Rule

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

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

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