Retirement | West End 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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Dreaming Up an Active Retirement

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

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Leaving Your Lasting Legacy

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

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Orchestrating Your Retirement Accounts

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

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Retirement Plan Choices for Small Businesses

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

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

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Estimate Your RMD

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

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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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.

Preparation is the Key to Retirement

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

Social Security: By the Numbers

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

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.