406-542-7718 Home About Disability Client Center Resources 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 A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. 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 Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Women and Financial Strategies Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio. Orchestrating Your Retirement Accounts Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine. Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind. 9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you. Choices for Your 401(k) at a Former Employer Individuals have three basic choices with the 401(k) account they accrued at a previous employer. VIEW ALL ARTICLES Contact Rocky Mountain Financial LLC Office: 406-542-7718 Fax: 406-542-8614 1800 South Reserve Street Suite B Missoula, MT 59801 chuckb@rockymtnfin.org 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. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. Securities and investment advisory services offered through FSC Securities Corporation [FSC], a registered broker-dealer and Member FINRA and SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC No offers may be made or accepted from any resident outside the states where a financial advisor is licensed. Please contact the office for details.