Retirement | Harris Terry

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.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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RE: Retirement

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

When Financial Health Meets Mental Health

Money is the number one source of stress for 75% of Americans. Learn to better manage financial anxiety with these pointers.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

"I'm Not Getting Older - I'm Getting Better!"

Why turning a blind eye to aging risks your financial well-being – and what to do about it.

The Cost of Procrastination

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

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What Medicare Doesn't Cover

Hearing aids and prescription drugs are just some examples of what Medicare doesn’t cover. Learn about some alternatives.

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The Long Run: Women and Retirement

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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.

Perception vs. Reality

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

How to Bake a Pie-R-A

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

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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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Who Is Your Trusted Contact?

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

How Do You Know When To Retire?

Before you hang it up for good, ask yourself these 7 questions.

All That Matters: Elections and Your Money

Mike and Ross explain the Big Mistake, and how to avoid it.

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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.

RE: Retirement

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

Retirement Plan Detectives

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

A Bucket Plan to Go with Your Bucket List

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

Preparation is the Key to Retirement

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

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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