Retirement | Windawi & Associates

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.

Retirement and Quality of Life

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Leaving Your Lasting Legacy

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

When Should You Take Social Security

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

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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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.

My Retirement Savings

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

Simple 401k

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

Emergency Fund Calculator

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

The Power of 401k Catch-Ups

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

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Timing Your Retirement

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Retirement and Quality of Life

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

Encore Careers: Push Your Boundaries

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