Retirement | Menard Wealth Management

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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The Long Run: Women and Retirement

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

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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.

The Cost of Procrastination

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

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Introducing the 530A Accounts

An article explaining 530A Accounts.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

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Inflation & Retirement

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

Annuity Comparison

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

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.

IRA Income

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

Emergency Fund Calculator

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

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

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Social Security: By the Numbers

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

Rightsizing for Retirement

What does your home really cost?

The Long Run: Women and Retirement

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

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Retiring the 4% Rule

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

Retirement Accounts When You Change Your Job

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