Retirement | SFP Wealth

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

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Retiring the 4% Rule

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

Caring for Aging Parents

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

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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.

Social Security: By the Numbers

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

Timing Your Retirement

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

Rightsizing for Retirement

What does your home really cost?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

A Fruitful Retirement: Social Security Benefit

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