Retirement | The Hoch Haldemann Bane 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.

RE: Retirement

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

Have A Question About This Topic?

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.

The Three Tests of a Roth Conversion

Because of the up-front costs, you need to evaluate whether or not a Roth conversion is in your best interest.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

IRMAA Explained: How It Impacts Medicare Premiums

Your Medicare premiums can rise with income due to IRMAA. Learn what it is and how you can keep your costs under control.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

Myth-Busting Wealth Management

Why the critical role of a financial advisor should not be underestimated.

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

View all articles

A Fruitful Retirement: Social Security Benefit

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

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

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

RE: Retirement

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

Preparation is the Key to Retirement

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos

Articles

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

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.

Your Plan to an Effective Business Sale

How developing a strong plan for selling your business is key to a smooth adjustment into this new stage of life.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Getting the Most for Your Business

It’s your most valuable asset, so make sure you maximize its value before you make a sale or other business transition.

Make the Most of Your Required Minimum Distributions

RMDs can be a vital source of income in your later years. Here are key questions to help you get the most out of your assets.

View all articles
Videos

The Long Run: Women and Retirement

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

Retiring the 4% Rule

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Leaving Your Lasting Legacy

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Bucket Plan to Go with Your Bucket List

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

View all videos