Retirement & Wealth Planning, Inc., is a professional retirement planning, business planning, individual financial services and estate planning firm.
For our business clients, we specialize in offering qualified and non-qualified retirement plans, buy-sell planning and business succession planning.
We work with clients to help them offer better retirements to their employees and to help accumulate wealth for the owners.
We develop client relationships. In addition to offering retirement and business planning to our clients, we offer a variety of insurance and investment products, and other supplemental services associated with our core retirement planning practice.
We work with your other selected advisors to present coordinated strategies and programs which may help you better achieve your stated objectives.
Our intent is to provide a clear explanation of our services, charges, responsibilities and expectations. We support open disclosure of philosophy, compensation, education, experience, and other qualifications. We want to help you be better informed as you work through this important area. Suggestions, input, and pertinent comments are graciously received.
The Twelve Steps to Living Confidently: Budgeting
One of the most important steps to become financially sufficient is to set up a realistic budget.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Do your insurance needs stay the same when the nest empties?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What can be learned from the savings rate?
An increasing number have been developed to help individuals with their personal finances.
Talking about money isn’t as scary as it seems.
Take these five steps to protect your financial well-being before making any other changes.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?