Retirement | The Helms Shadid Group

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.

The Long Run: Women and Retirement

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

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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.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Perception vs. Reality

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

Understanding Your Benefits: Planning for Service Members

Service members who reach their ETS date or retire from the U.S. military are eligible for a host of financial benefits.

5 Employment Benefits You Might Be Overlooking

While an office ping-pong table would be nice, your more traditional employment perks might offer more than you realize.

Retirement Seen Through Your Eyes

What's your vision of retirement?

In the Markets Now: Attention, Please

With a buffet of information at our finger tips, what are the biggest risks to investors reaching their long-term goals?

Volunteering in Retirement

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

Rethinking Retirement

Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

RE: Retirement

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

How to Bake a Pie-R-A

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

Perception vs. Reality

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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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Articles

The New Retirement Risk: Outliving Your Portfolio

Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

8 Financial Milestone Birthdays

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

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Retirement Income and the Traditional Portfolio

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

All That Matters: Elections and Your Money

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

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Videos

The Power of Tax-Deferred Growth

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

The Long Run: Women and Retirement

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

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.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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?

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