Retirement | Budd Wealth Management

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.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Perception vs. Reality

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

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Choose Your Own Retirement Adventure

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

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Leaving Your Lasting Legacy

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

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.

Retirement Plan Detectives

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

How to Bake a Pie-R-A

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

Preparation is the Key to Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?