Retirement | Nicholas R. Bair, CFP® ChFC®

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.

Retirement Accounts When You Change Your Job

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

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

5 Benefits of Working in Retirement

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Your Changing Definition of Risk in Retirement

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

Roadmap to Retirement: Tax & Investment Strategies

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

Preserving the Value of Your Retirement Plan

Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Prepare for Unexpected Expenses in Retirement

Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

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IRA Income

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

My Retirement Savings

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

Inflation & Retirement

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

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Annuity Comparison

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

Simple 401k

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

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Power of Tax-Deferred Growth

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

Top 5 Things to Tell Your Financial Pro

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

RE: Retirement

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

Social Security: By the Numbers

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