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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The uncertainties we face in retirement can erode our sense of confidence.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Imagine a retirement without having to worry about money? Well, it’s possible.
Bonds may outperform stocks one year only to have stocks rebound the next.
When to start? Should I continue to work? How can I maximize my benefit?
How long does a $20 bill last?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women must be ready to spend, on average, more years in retirement than men.