Retirement | I. M. Financial Team

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 Plan Detectives

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

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The Long Run: Women and Retirement

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

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

6 tips for retirement planning

Retirement can sound like a dream. To help ensure that your retirement truly is dreamy, it’s wise to plan ahead

Volunteering in Retirement

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

9 surprising retirement facts

Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health

Retirement, redefined: When work becomes optional

Retirement is evolving into something more flexible, more personal, and more intentional.

Building a foundation for retirement in your 30s

In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.

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Retiring the 4% Rule

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

Risk Tolerance: What’s Your Style?

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

Timing Your Retirement

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Retirement Plan Detectives

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

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Articles

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

3 important insurance considerations for retirees

In retirement planning, evaluating your insurance policies is a good policy.

How to consider inflation into your retirement strategy

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Have you taken these key estate planning steps?

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

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Videos

The Long Run: Women and Retirement

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

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.

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.

Risk Tolerance: What’s Your Style?

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

View all videos