12345 University
Suite 200
Clive, IA 50235

Michael Hartwig, Ph.D.

(515) 971-5786

 

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.

 
 
 
Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Redefining Retirement Planning

Redefining Retirement Planning

Millennials are redefining retirement planning.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

 

Redefining Retirement Planning

Millennials are redefining retirement planning.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Financial Empowerment for Women

Tips on how women can gain financial confidence.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Retirement Planning With Your Special Needs Child in Mind

Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.

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

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

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.

Saving for Retirement

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

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.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Rightsizing for Retirement

What does your home really cost?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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