Retirement | Velocity Retirement & Investment Services

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.

Timing Your Retirement

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

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Should You Tap Retirement Savings to Fund College?

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

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Dreaming Up an Active Retirement

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

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

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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Retiring the 4% Rule

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

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Risk Tolerance: What’s Your Style?

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Timing Your Retirement

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

Rightsizing for Retirement

What does your home really cost?

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Articles

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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Videos

Retirement and Quality of Life

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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retirement Plan Detectives

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

Should You Tap Retirement Savings to Fund College?

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

Working With A Financial Professional

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

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