Retirement Planning Retirement Planning What Is Retirement Planning? 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. Learn more about Retirement Planning Ask Us How We Can Help Comprehensive financial management firm that services clients all across our great country! Find Out How A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Play Video An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Start Slideshow Have A Question About This Topic? Name Email Address Phone Question Thank you! Oops! A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Learn more 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. Learn more Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Learn more Articles Calculators Presentations Videos 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. Learn More Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions. Learn More Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio. Learn More Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy. Learn More Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed. Learn More 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. Learn More Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Learn More Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. Learn More A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals. Learn More Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living. Learn More Saving for Retirement This calculator can help you estimate how much you may need to save for retirement. Learn More My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates. Learn More Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Learn More An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Learn More Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn More Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Learn More 18 Years’ Worth of Days The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose? Learn More Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Learn More 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. Learn More Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Learn More Get To Know Us Our Reputation DEB Financial’s reputation is built on our long-term commitment to the financial services process, our focus on our clients and their unique needs, and responsible financial management. Learn more Our Process We have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority is integral to put yourself on the proper financial track. Learn more About Our Firm Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions. Learn more As Featured In How Can DEB Financial Help? When it comes to financial management, clients have a general idea of what they want their financial puzzle to look like. Unfortunately, they often do not know the pieces required to complete the puzzle in a cohesive and concise manner. DEB Financial is a national, comprehensive financial management firm that services clients all across our great country!