Retirement | EBW Financial Planning

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.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Top 5 Things to Tell Your Financial Pro

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

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

How to Bake a Pie-R-A

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

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

New Ways to Give in a New Phase of Life

Want to give back without giving up your retirement? Discover new ways to give back in retirement.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

8 Financial Milestone Birthdays

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

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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.

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.

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.

IRA Income

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

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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.

The Long Run: Women and Retirement

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

18 Years Worth of Days

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

A Bucket Plan to Go with Your Bucket List

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

A Fruitful Retirement: Social Security Benefit

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