Retirement | The McCrea Burns 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.

Encore Careers: Push Your Boundaries

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

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The Power of Tax-Deferred Growth

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Dreaming Up an Active Retirement

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

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

IRA Withdrawals: Timing Is Everything

What to consider before taking a withdrawal from your IRA.

AI Tools Changing Retiree Entrepreneurship

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

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.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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The Power of Tax-Deferred Growth

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

The Long Run: Women and Retirement

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

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?

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?

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Articles

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.

The ABCs of HSAs

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

Women on the Rise

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

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

The New Retirement Risk: Outliving Your Portfolio

Longer lifespans are reshaping retirement planning horizons – will your wealth keep pace?

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

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Videos

A Bucket Plan to Go with Your Bucket List

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

A Fruitful Retirement: Social Security Benefit

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

How to Bake a Pie-R-A

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

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 Long Run: Women and Retirement

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

Dreaming Up an Active Retirement

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

View all videos