Retirement | EQB Financial

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.

Encore Careers: Push Your Boundaries

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

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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.

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.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Social Security: Five Facts You Need to Know

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

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Choose Your Own Retirement Adventure

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

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Estimate Your RMD

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

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

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Annuity Comparison

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

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

My Retirement Savings

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

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Should You Tap Retirement Savings to Fund College?

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

Rightsizing for Retirement

What does your home really cost?

RE: Retirement

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

A Bucket Plan to Go with Your Bucket List

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

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.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.