Retirement | The Purcell Kornetzke 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.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Have A Question About This Topic?

How to Bake a Pie-R-A

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

Supporting Your Children Through Life’s Milestones

How to support your children through life’s milestones without putting your retirement at risk.

A Fruitful Retirement: Social Security Benefit

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

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.

New Retirement Contribution Limits for 2026

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

Prepare for Medicare: A Guide for First-Timers

Consider these factors when deciding which Medicare programs to participate in.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Retirement Seen Through Your Eyes

What's your vision of retirement?

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?

View all articles

Retirement Plan Detectives

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

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

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

Encore Careers: Push Your Boundaries

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

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.

View all videos

Articles

The ABCs of HSAs

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

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Social Security Benefits: How Much Will I Receive

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

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.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

View all articles
Videos

A Fruitful Retirement: Social Security Benefit

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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.

Risk Tolerance: What’s Your Style?

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

The Long Run: Women and Retirement

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

View all videos