1457 Marsh Street
Suite 200
San Luis Obispo, CA 93401

The Thom Group

(805) 546-6022

 

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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

Rightsizing for Retirement

What does your home really cost?

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

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

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

When Should You Take Social Security

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

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

The Long Run: Women and Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Rightsizing for Retirement

What does your home really cost?

Should You Tap Retirement Savings to Fund College?

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

A Fruitful Retirement: Social Security Benefit

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

View all videos arrow