Retirement | Stokes Wealth

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.

Top 5 Things to Tell Your Financial Pro

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

Have A Question About This Topic?

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.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Preparation is the Key to Retirement

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

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

View all articles

The Power of 401k Catch-Ups

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

Emergency Fund Calculator

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

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.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

View all calculators

A Bucket Plan to Go with Your Bucket List

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

Retirement and Quality of Life

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

Perception vs. Reality

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Retiring the 4% Rule

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

Preparation is the Key to Retirement

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