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.
Income Protection for Millennials
Income protection insurance can replace earnings during a disability and recovery.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
A financial emergency can happen to anyone.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Hour by hour, these 11 tips can help cut daily costs and save more money.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.
Disability happens to more people, more often than you may think, and it lasts longer, too.
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.