Retirement | Ronald A. Gestiehr, 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.

18 Years Worth of Days

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

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A Fruitful Retirement: Social Security Benefit

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

Women on the Rise

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

Retirement Accounts When You Change Your Job

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

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Building a foundation for retirement in your 30s

In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.

9 surprising retirement facts

Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health

Your Changing Definition of Risk in Retirement

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

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Working With A Financial Professional

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

A Fruitful Retirement: Social Security Benefit

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

Retirement Plan Detectives

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

How to Bake a Pie-R-A

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

Retiring the 4% Rule

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

Leaving Your Lasting Legacy

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

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Articles

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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 Seen Through Your Eyes

What's your vision of retirement?

Key Considerations When Designing a Retirement Plan

For many business owners today, retirement planning is important for both their own and their employees’ financial future

How to prepare your business for a transition

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

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Videos

Rightsizing for Retirement

What does your home really cost?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retiring the 4% Rule

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

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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.

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