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, 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.

 
 
Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

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

How to consider inflation into your retirement strategy

How to consider inflation into your retirement strategy

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

Retiring the 4% Rule

Retiring the 4% Rule

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

 

How to manage your retirement income concerns

Five ways to strategize so you have enough income to live confidently in retirement.

Pros and cons of early retirement

Are you ready to take the dive into an early retirement? Here are some pros and cons.

How can I be a confident spender in retirement?

Learn more about key strategies for spending confidently in retirement.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

How will you pay for health care in 2053?

Health care costs can top $600,000 for a couple in retirement. Here are 6 planning steps you can take to be prepared.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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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.

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

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Long Run: Women and Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Leaving Your Lasting Legacy

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

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