(937) 886-1442 Home About Us Resource Center Client Center Tools Contact RETIREMENT Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and 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. Featured Video 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. Featured Presentation An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Have A Question About This Topic? Name Email Question The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route. Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible. Retiring in a Post-Pandemic World Imagine your ideal post-pandemic retirement with this animated video. ARTICLES CALCULATORS PRESENTATIONS VIDEOS What Is an Annuity? Annuities are versatile tools that can help you save for retirement and generate income in retirement. 9 Facts About Social Security There are things about Social Security that might surprise you. How Women Can Prepare For Retirement Are women prepared for a 20-year retirement? Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement. Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them. VIEW ALL ARTICLES Contact Kiplinger Wealth Advisors Office: (937) 886-1442 Fax: (937) 886-1664 325 N Main Street Suite 202 Springboro, OH 45066 brad@kipinvest.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Advisory services offered through Kiplinger Wealth Advisors. Securities offered through Securities America, Inc. Member FINRA/SIPC. Kiplinger Wealth Advisors and Securities America, Inc. are separate companies. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.