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how much do you need to retire
Retirement

How Much Do You Really Need to Retire Comfortably?

One of the most common retirement questions people ask is also one of the hardest to answer: “How much money do I actually need to ...
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Retirement

Trust

Sometimes as we are in the midst of our retirement years, we need to have a serious heart-to-heart with our adult children. That conversation can ...
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Retirement

From Confused to Confident: How Retirees Gain Clarity with Mundt & Associates

For many people, retirement planning can feel overwhelming. There are questions about Social Security, taxes, investments, healthcare costs, income planning, and market uncertainty. Add in ...
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Annuities

Dependable, and Not Just For Retirement

A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household finances are often disrupted. It ...
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Retirement

Retirement Planning for Women: Unique Considerations

Retirement planning is not one-size-fits-all. While many financial principles apply broadly, women often face a unique set of challenges that can shape how retirement strategies ...
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