Retirement | Genesis Asset Management Group, Inc.

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.

Rightsizing for Retirement

What does your home really cost?

Have A Question About This Topic?

Working With A Financial Professional

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

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

View all articles

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

View all calculators

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Working With A Financial Professional

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Risk Tolerance: What’s Your Style?

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