Retirement | Joseph A. Dunn Jr.

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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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'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.

Dreaming Up an Active Retirement

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

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

AI Tools Changing Retiree Entrepreneurship

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

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

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My Retirement Savings

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

Estimate Your RMD

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

Inflation & Retirement

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Simple 401k

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

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

How to Bake a Pie-R-A

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

18 Years Worth of Days

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

Should You Tap Retirement Savings to Fund College?

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Long Run: Women and Retirement

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