Retirement | The Flick Fuller 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.

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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Retirement Plan Detectives

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

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Making Sense of the Social Security Fairness Act

The Social Security Fairness Act increased benefits for millions of retirees – how could it impact you?

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.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

AI Tools Changing Retiree Entrepreneurship

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

Social Security Benefits: How Much Will I Receive

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

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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.

Leaving Your Lasting Legacy

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

How to Bake a Pie-R-A

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

Retirement Plan Detectives

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

RE: Retirement

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

The Power of Tax-Deferred Growth

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

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Articles

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.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Retirement Plan Choices for Small Businesses

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

Rethinking Retirement

Your lifestyle will almost certainly change when you enter retirement – so should how you think about money.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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Videos

Preparation is the Key to Retirement

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

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?

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.

A Fruitful Retirement: Social Security Benefit

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

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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