Retirement | William Poole

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.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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A Fruitful Retirement: Social Security Benefit

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

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Caring for Aging Parents

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

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

5 Benefits of Working in Retirement

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

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Risk Tolerance: What’s Your Style?

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.