Retirement | Chau Lai, CFP®, ChFC®, CLU®, RICP®, CAP®, WMCP®

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?

Have A Question About This Topic?

Retirement Accounts When You Change Your Job

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

What Is a Roth 401(k)?

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

Timing Your Retirement

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

Volunteering in Retirement

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

Three Key Questions to Answer Before Taking Social Security

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

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.

What Is a Roth 401(k)?

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

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.

You can DIY guaranteed income with these 3 tips

Get guaranteed retirement income with an annuity. Here’s how.

View all articles

Risk Tolerance: What’s Your Style?

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

A Fruitful Retirement: Social Security Benefit

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

Rightsizing for Retirement

What does your home really cost?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.

View all videos

Articles

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

SECURE Act 2.0: An Overview

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

Key Considerations When Designing a Retirement Plan

For many business owners today, retirement planning is important for both their own and their employees’ financial future

Retirement planning during divorce

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

View all articles
Videos

Retiring the 4% Rule

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

The Long Run: Women and Retirement

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

Preparation is the Key to Retirement

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

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?

Timing Your Retirement

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

Risk Tolerance: What’s Your Style?

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

View all videos