Retirement | Reagan H. Wolfe, ChFC®, CLU®, CExP™

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.

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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Risk Tolerance: What’s Your Style?

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The Long Run: Women and Retirement

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

How to manage your retirement income concerns

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Your Changing Definition of Risk in Retirement

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

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Retirement, redefined: When work becomes optional

Retirement is evolving into something more flexible, more personal, and more intentional.

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Retirement Plan Detectives

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Accounts When You Change Your Job

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

A Fruitful Retirement: Social Security Benefit

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

18 Years Worth of Days

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

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Articles

Have you taken these key estate planning steps?

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

Gen Xers: 5 ways to prepare for retirement today

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Retirement, redefined: When work becomes optional

Retirement is evolving into something more flexible, more personal, and more intentional.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Videos

18 Years Worth of Days

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

A Fruitful Retirement: Social Security Benefit

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

Rightsizing for Retirement

What does your home really cost?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Risk Tolerance: What’s Your Style?

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

Leaving Your Lasting Legacy

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

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