Retirement | Transcendent Financial Partners

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.

Rightsizing for Retirement

What does your home really cost?

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Encore Careers: Push Your Boundaries

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

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.

Preparation is the Key to Retirement

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

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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A Fruitful Retirement: Social Security Benefit

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

A Bucket Plan to Go with Your Bucket List

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

Top 5 Things to Tell Your Financial Pro

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Perception vs. Reality

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

Social Security: By the Numbers

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