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Franklin, MA 02038

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Fenton Financial Group

(508) 520-6755

 

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.

 
 
 
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

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

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

 

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

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.

Social Security: Five Facts You Need to Know

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Social Security: The $64,000 Question

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

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

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

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

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Perception vs. Reality

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

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

A Fruitful Retirement: Social Security Benefit

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

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