Our name and emails have changed, but we're still us.
Boord & Associates, LLC has officially become Retirement & Wealth Planning, Inc., and although our name and email addresses have changed, our team, our location and our commitment to our clients all remain the same, (and our old emails addresses will continue to work as well).
Thank you for your support during this transition and we look forward to serving you as Retirement & Wealth Planning, Inc..
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. Working with Jacob, Haxton & Boord, LLC,* we help design, administer, fund, communicate and manage retirement and other benefits plans for our clients.
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.
*Jacob, Haxton, and Boord is not an affiliate or subsidiary of PAS or Guardian.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
To choose a plan, it’s important to ask yourself four key questions.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are Real Estate Investment Trusts right for your portfolio?
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
Even low inflation rates can pose a threat to investment returns.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.