Retirement | PH FINANCIAL GROUP

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.

RE: Retirement

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

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Infographic: Whole Life Insurance Can Be an Essential Piece

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Don’t Get Trapped by These Retirement Myths

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Women in financial services are some of the most progressive women in the world.

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Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.

Split Annuity Strategy

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Explore the growing influence women wield over the economy with this handy infographic.

Learn, Earn and Retire at Any Age

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

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Rightsizing for Retirement

What does your home really cost?

RE: Retirement

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

The Long Run: Women and Retirement

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

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

View all videos

Articles

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.

Retirement Income and the Traditional Portfolio

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

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Videos

RE: Retirement

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

Rightsizing for Retirement

What does your home really cost?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Long Run: Women and Retirement

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

View all videos