Retirement | Robert Soler, CFA, RICP

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.

Rightsizing for Retirement

What does your home really cost?

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Leaving Your Lasting Legacy

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

3 important insurance considerations for retirees

In retirement planning, evaluating your insurance policies is a good policy.

Retirement Accounts When You Change Your Job

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

How to consider inflation into your retirement strategy

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

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.

Women on the Rise

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

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Have you taken these key estate planning steps?

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

SECURE Act 2.0: An Overview

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

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Preparation is the Key to Retirement

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

Rightsizing for Retirement

What does your home really cost?

Retirement Accounts When You Change Your Job

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

Retirement Plan Detectives

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

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?

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Articles

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.

Tax-efficient retirement strategies

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

Why annuities are in demand

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

Why your expenses may increase in retirement

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

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Gen Xers: 5 ways to prepare for retirement today

Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

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Videos

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?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Long Run: Women and Retirement

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

Retirement Accounts When You Change Your Job

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

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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