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 in a Post-Pandemic World

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

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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

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

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

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

Retiring in a Post-Pandemic World

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

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

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