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 Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. 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 Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right. A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement. Should You Borrow from Your 401(k)? Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase? Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy. Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio. Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. VIEW ALL ARTICLES Contact Miles Financial Services Office: 806-797-8805 Toll-Free: 800-234-1668 Fax: 806-797-4508 3812 34th Street Lubbock, TX 79410 matt@milesfin.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. Registered Representative. Securities offered through First Western Securities, member FINRA/SIPC. This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers and host are not providing legal, accounting or specific advice to your situation.