Retirement | Apogee Wealth Advisors

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.

Risk Tolerance: What’s Your Style?

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

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Dreaming Up an Active Retirement

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

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

RE: Retirement

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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A Bucket Plan to Go with Your Bucket List

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

RE: Retirement

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

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?

The Power of Tax-Deferred Growth

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

A Fruitful Retirement: Social Security Benefit

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

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Articles

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Videos

Perception vs. Reality

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

Retirement Plan Detectives

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

Dreaming Up an Active Retirement

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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?

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.

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