Wally Najafi, CFP®

(713) 807-7002

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Retirement Plan Distributions

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

 

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Catch-Up Contributions

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

Retirement Income and the Traditional Portfolio

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

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retiring the 4% Rule

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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