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Retirement

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.

The Long Run: Women and Retirement
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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.

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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Four Tips for Getting the Most From Your Life's Work

Four Tips for Getting the Most From Your Life's Work

Some things to consider when contemplating selling your business

Social Security: By the Numbers

Social Security: By the Numbers

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

  • Articles
  • Calculators
  • Videos

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.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Three Key Questions to Answer Before Taking Social Security

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

3 Tips to Plan Your Exit Strategy

Be realistic about the sale of your business, get it ready for the sale and make sure key employees are on board

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Social Security: By the Numbers

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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Long Run: Women and Retirement

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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  • Articles

    SECURE Act 2.0: An Overview

    The second iteration of the SECURE Act brings forward several changes to the world of retirement.

    Retirement Income and the Traditional Portfolio

    Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

    New Retirement Contribution Limits for 2023

    A look at the new, record-high retirement contribution limits from the IRS.

    What's So Great About a Rollover?

    Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

    Saving Early & Letting Time Work For You

    The earlier you start pursuing financial goals, the better your outcome may be.

    Navigating Retirement Pitfalls

    Why are they made again and again? Making sense of these errors in judgement.

    View all articles

  • Calculators

    A Look at Systematic Withdrawals

    This calculator may help you estimate how long funds may last given regular withdrawals.

    Roth 401(k) vs. Traditional 401(k)

    This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

    View all calculators

  • Videos

    Working With A Financial Professional

    A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

    The Long Run: Women and Retirement

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

    Retiring the 4% Rule

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

    Retirement Redefined

    Around the country, attitudes about retirement are shifting.

    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?

    View all videos

Contact

Office: (732) 355-1050

Fax: (732) 355-1051

Princeton Executive Center

4301 Route 1 South; Suite 220

Monmouth Junction, NJ 08852

FINRA Series 6, 7, 24, 63 & 65

akazim@unitedwealthllc.com

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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 2023 FMG Suite.

Nick Saleem

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.OSJ: 355 Lexington Avenue, 9 Fl., New York, NY 10017, Phone # 212-541-8800. PAS is a wholly owned subsidiary of Guardian Life Insurance Company of America® (Guardian), New York, NY. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #2973673. CA Insurance License #0H03588. 

Asghar Kazim

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017- 6603, Phone # 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. California Insurance License # 0C53306.  AR Insurance License #703269.

This Forbes award is not issued or endorsed by Guardian or its subsidiaries.
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2021-126035  exp 8/30/23