Lee Derrick                         1831 Forest Drive, Suite K

Steve Derrick                      Annapolis, MD 21401          

Chris Gill                                (410) 263-9708                        

                                                  

Retirement

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.

 
 
Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

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

Is it early retirement season?

Is it early retirement season?

Are you looking to retire early? Here’s some reliable advice on how to set yourself up for an early retirement.

Should You Ever Retire?

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.

 

How to help protect against market volatility

Diversifying your investment portfolio with whole life insurance and annuities can help protect against market volatility

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

3 Retirement myths for women

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.

New Retirement Contribution Limits for 2024

A look at the new, record-high retirement contribution limits from the IRS.

How can you have guaranteed income in retirement?

What is an annuity exactly?

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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A Look at Systematic Withdrawals

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

Saving for Retirement

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

Inflation & Retirement

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

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

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement and Quality of Life

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

Timing Your Retirement

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

Leaving Your Lasting Legacy

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

A Fruitful Retirement: Social Security Benefit

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

Should You Tap Retirement Savings to Fund College?

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

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