Retirement | C&A Financial Group and DeYoung Financial Group

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.

Leaving Your Lasting Legacy

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Find That Lost Retirement Account

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

Risk Tolerance: What’s Your Style?

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

Three Key Questions to Answer Before Taking Social Security

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

Retirement, redefined: When work becomes optional

Retirement is evolving into something more flexible, more personal, and more intentional.

Retirement planning during divorce

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

How to manage your retirement income concerns

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Retirement Plan Detectives

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Timing Your Retirement

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

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Articles

Retirement planning during divorce

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Help Make Your Retirement Assets More Valuable

Advanced Planning Strategies Explained

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.

How to prepare your business for a transition

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

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Videos

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retirement Plan Detectives

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

The Long Run: Women and Retirement

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

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Timing Your Retirement

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

View all videos