Retirement Conversations

Aging with Dignity Resource Tools 300 150 sgi@smithgroupinc.com

Aging with Dignity Resource Tools

Shares these resources with your clients to learn about the possibilities for comfortable, independent retirement.

10-Question Retiree Guide 300 150 sgi@smithgroupinc.com

10-Question Retiree Guide

Get answers to 10 key questions about transitioning into and through retirement.

Take Control of Taxes in Retirement 400 200 sgi@smithgroupinc.com

Take Control of Taxes in Retirement

It’s not about how much you earn; it’s about how much you can spend.

Millennials & Retirement 700 350 sgi@smithgroupinc.com

Millennials & Retirement

Are millennials saving enough for retirement? Help them understand why it’s important to start saving now.

When to Reevaluate Your Retirement 700 350 sgi@smithgroupinc.com

When to Reevaluate Your Retirement

While making lifestyle changes, it could be a good time to reconsider your retirement plan as well.

Endowment Spending Policy 300 151 sgi@smithgroupinc.com

Endowment Spending Policy

Retirees and their advisors should establish a spending plan for a retirement that could last 30 to 40 years.

Social Security Tips for Working Retirees 600 300 sgi@smithgroupinc.com

Social Security Tips for Working Retirees

If you work in retirement, know the impact to your Social Security and taxes.

Savings Benchmarks for Any Age 700 350 sgi@smithgroupinc.com

Savings Benchmarks for Any Age

Retirement planning can be intimidating at any age—especially early in your career.

How Much Money Do You Need to Save for Retirement? 350 175 sgi@smithgroupinc.com

How Much Money Do You Need to Save for Retirement?

Figure out if you’re saving enough to cover what may be decades of expenses.

Retirement Strategies for Every Age 700 350 sgi@smithgroupinc.com

Retirement Strategies for Every Age

Successful investing for retirement is all about thinking long-term.