Retirement | Corio & Associates

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.

Retirement Accounts When You Change Your Job

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

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Retirement Plan Detectives

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

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Rightsizing for Retirement

What does your home really cost?

Women on the Rise

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

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.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Retirement, redefined: When work becomes optional

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

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Retirement Income and the Traditional Portfolio

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

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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.

Retiring the 4% Rule

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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.

Preparation is the Key to Retirement

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

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Articles

9 surprising retirement facts

Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

You can DIY guaranteed income with these 3 tips

Get guaranteed retirement income with an annuity. Here’s how.

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Videos

Preparation is the Key to Retirement

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

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Retiring the 4% Rule

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

Retirement Plan Detectives

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

Retirement and Quality of Life

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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