Retirement | Pontem Financial

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.

Dreaming Up an Active Retirement

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

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Rightsizing for Retirement

What does your home really cost?

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Money that Buys Good Health is Never Ill Spent

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

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Simple 401k

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

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.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Timing Your Retirement

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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.

Retirement Plan Detectives

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

Rightsizing for Retirement

What does your home really cost?