Mary E. Ziegler

(201) 406-6592   

LinkedIn  

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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

Retiring the 4% Rule

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

Don’t Get Trapped by These Retirement Myths

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

Whole Life: The Key to Unlocking your Retirement

Imagine a retirement without having to worry about money? Well, it’s possible.

You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

401(k) Plans Are Not Just for Big Businesses

Many small businesses are one person businesses.

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

9 Facts About Social Security

There are things about Social Security that might surprise you.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

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

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

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

Saving for Retirement

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

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

View all calculators arrow

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.

A Fruitful Retirement: Social Security Benefit

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retiring the 4% Rule

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow