Retirement | The Pearce Kunkel Group

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.

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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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Choose Your Own Retirement Adventure

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

In the Markets Now: Attention, Please

With a buffet of information at our finger tips, what are the biggest risks to investors reaching their long-term goals?

Should You Consider a Roth Conversion?

From counteracting portfolio losses to bailing out your heirs, here’s five reasons a Roth conversion might be your best move.

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.

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retirement Plan Detectives

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

Rightsizing for Retirement

What does your home really cost?

Retiring the 4% Rule

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Articles

Inside the Gender Wage Gap

Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens

Your Changing Definition of Risk in Retirement

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

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

President Biden’s Proposed Tax Changes

While both parties would like to extend the middle-class tax cuts, policymakers will have to consider the cost of doing so.

Retirement Planning – at Your First Job

If you start now, imagine the nest egg you could have decades into the future.

Navigating the Risks of Retiring in a Bear Market

A bear market can hurt more when you’re early in retirement. Here’s what you can do about it.

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Videos

RE: Retirement

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

Retirement Plan Detectives

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

A Bucket Plan to Go with Your Bucket List

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

Dreaming Up an Active Retirement

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

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.

The Long Run: Women and Retirement

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

View all videos