Retirement | The Schutz Perigo Group

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Preparation is the Key to Retirement

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

9 Facts About Retirement

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Dear Reader

Mike Antonelli shares a list of things he believes about the world.

Planning for the Future of Social Security: 2025 Update

What you need to know about the future of Social Security – and how to plan confidently for what’s ahead.

Inherited an IRA? Here's What You Need To Know

The IRS has finalized its decision on inherited IRAs, with impacts to your overall tax strategy.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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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Encore Careers: Push Your Boundaries

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

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.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retiring the 4% Rule

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Articles

Relaunching Your Career: 5 Tips To Get You Started

Coming back from a career break? It may seem overwhelming, but these simple tips can help.

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.

Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

How Do You Know When To Retire?

Before you hang it up for good, ask yourself these 7 questions.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

Using Liquidity in Retirement To Beat Inflation

While inflation can increase the risk of a down market early in retirement, you might have some options.

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Videos

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?

Dreaming Up an Active Retirement

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

Leaving Your Lasting Legacy

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

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.

Risk Tolerance: What’s Your Style?

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

Retiring the 4% Rule

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

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