629 Green Valley Road
Suite 202
Greensboro, NC 27408

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John Rosser, CLU®, RICP®, CExP™

(336) 230-0922

 

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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.

 
 
Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Thanks Mom

Thanks Mom

It turns out Mom really did know best when she laid down essential truths to live by.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

 

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

Essential Steps to Avoid and Recover From Identity Theft

Identity theft is becoming more common every day. Here’s what to do if it happens to you.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

401(k) Plans Are Not Just for Big Businesses

Many small businesses are one person businesses.

How to Jump-Start Your Financial Strategy for Retirement

Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.

Take the Stage: Starting Out

Start planning for their financial futures by following a few helpful guidelines.

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

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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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.

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?

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.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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