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The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

Wait, Social Security is an Annuity?

Wait, Social Security is an Annuity?

Social Security is the foundation of the average person’s retirement plan. Social Security is an annuity that every qualified beneficiary receives, but it might not be enough to live off of in retirement.  Make sure you understand how Social Security works and how it...

Can I take money from my IRA or 401k early?

Can I take money from my IRA or 401k early?

Most Americans have retirement savings in an IRA or 401k account.  This money is meant to create an income for you in retirement. Before reaching retirement, unforeseen circumstances can arise, and if money is needed, many people look to these accounts.  If you are...

What is my risk tolerance in retirement?

What is my risk tolerance in retirement?

Risk and reward go hand in hand. Many people focus on the reward that can come from investing and lose focus when it comes to the chance of loss. All investments involve some degree of risk. It is important to understand the level of risk you are willing to take on,...

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