Retirement | JG Rubin Financial 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.

The Power of Tax-Deferred Growth

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Women on the Rise

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

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Retirement Seen Through Your Eyes

What's your vision of retirement?

9 Facts About Social Security

There are things about Social Security that might surprise you.

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

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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The Long Run: Women and Retirement

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

Retirement and Quality of Life

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Perception vs. Reality

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

Dreaming Up an Active Retirement

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

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Articles

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Downsizing in Retirement: Is it Right for You?

Learn what to consider before selling a larger home, from everyday costs and taxes to family needs and future comfort.

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

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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.

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?

The Long Run: Women and Retirement

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

Risk Tolerance: What’s Your Style?

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

A Bucket Plan to Go with Your Bucket List

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

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