Retirement | 1 On 1 Financial

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.

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.

Preparation is the Key to Retirement

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

SECURE Act 2.0: An Overview

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

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.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

8 Financial Milestone Birthdays

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

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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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?

Retirement Plan Detectives

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

Retirement Accounts When You Change Your Job

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retiring the 4% Rule

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

Top 5 Things to Tell Your Financial Pro

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