Retirement | Crossbridge Financial Group, LLC

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.

Dreaming Up an Active Retirement

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Risk Tolerance: What’s Your Style?

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

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Retirement Seen Through Your Eyes

What's your vision of retirement?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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A Bucket Plan to Go with Your Bucket List

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Working With A Financial Professional

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

Dreaming Up an Active Retirement

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Articles

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

The Sandwich Generation’s Guide to Survival

Learn how to navigate the financial, emotional, and logistical pressures of supporting multiple generations at once.

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Videos

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Rightsizing for Retirement

What does your home really cost?

Retirement and Quality of Life

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

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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