Retirement | Hassan Oldham Group

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.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Risk Tolerance: What’s Your Style?

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

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Planning for the Future of Social Security: 2025 Update

What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Bull & Baird: Anxiety

How should you be thinking about what you're seeing in the news?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Dear Reader

Mike Antonelli shares a list of things he believes about the world.

What Is a Roth 401(k)?

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

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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?

Preparation is the Key to Retirement

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

A Fruitful Retirement: Social Security Benefit

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Encore Careers: Push Your Boundaries

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

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Articles

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Making Sense of the Social Security Fairness Act

The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?

Protecting the Nest Egg After You're on Your Own

How divorce or the death of a spouse affects a woman’s 401(k), Social Security, and other sources of retirement income.

After You Max Out Your 401(k)

Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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Videos

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The Long Run: Women and Retirement

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

Retirement Plan Detectives

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

RE: Retirement

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

Rightsizing for Retirement

What does your home really cost?

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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