Retirement | Investments at Blue

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.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

The Long Run: Women and Retirement

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

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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?

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Assess Your Life Insurance Needs

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

Estimate Your RMD

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Simple 401k

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Social Security: By the Numbers

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

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Risk Tolerance: What’s Your Style?

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

The Long Run: Women and Retirement

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